IWS

Insight Wealth Strategies Portfolio holdings

AUM $849M
1-Year Est. Return 15.85%
This Quarter Est. Return
1 Year Est. Return
+15.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$523M
AUM Growth
+$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$17.7M
2
+$6.88M
3
+$4.94M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$3.6M
5
BLMN icon
Bloomin' Brands
BLMN
+$819K

Top Sells

1
+$26.7M
2
+$4.41M
3
+$2.17M
4
SPGI icon
S&P Global
SPGI
+$1.86M
5
CHTR icon
Charter Communications
CHTR
+$544K

Sector Composition

1 Technology 8.23%
2 Energy 6.6%
3 Healthcare 3.86%
4 Consumer Discretionary 2.77%
5 Industrials 2.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.6M 0.69%
+41,569
27
$3.55M 0.68%
45,195
+156
28
$3.35M 0.64%
65,272
+2,214
29
$2.92M 0.56%
27,312
+263
30
$2.9M 0.56%
33,450
-150
31
$2.81M 0.54%
66,490
-3,310
32
$2.73M 0.52%
3,479
-10
33
$2.54M 0.49%
50,667
+13,041
34
$2.52M 0.48%
60,766
+71
35
$2.52M 0.48%
21,022
-302
36
$2.45M 0.47%
25,950
-433
37
$2.36M 0.45%
4,900
-5
38
$2.23M 0.43%
7,361
-87
39
$2.19M 0.42%
18,990
-436
40
$2.13M 0.41%
48,726
+3,078
41
$2.12M 0.41%
9,649
-224
42
$1.98M 0.38%
10,315
-144
43
$1.95M 0.37%
13,416
+42
44
$1.95M 0.37%
6,529
+15
45
$1.9M 0.36%
9,883
-118
46
$1.9M 0.36%
20,534
-237
47
$1.89M 0.36%
112,423
-383
48
$1.89M 0.36%
10,885
-84
49
$1.85M 0.35%
4,571
-26
50
$1.84M 0.35%
93,090
+19,792
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2
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