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
$518M
AUM Growth
-$4.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$19.7M
2
+$16.8M
3
+$9.4M
4
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$8.43M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$3.42M

Top Sells

1
+$17.5M
2
+$16.3M
3
+$10.1M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$7.45M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$5.32M

Sector Composition

1 Technology 8.57%
2 Energy 7.97%
3 Healthcare 3.9%
4 Consumer Discretionary 2.88%
5 Financials 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.38M 0.65%
161,184
-13,253
27
$3.23M 0.62%
65,774
+502
28
$3.17M 0.61%
38,440
-3,129
29
$3.01M 0.58%
59,078
-343,482
30
$2.98M 0.58%
41,594
-3,601
31
$2.97M 0.57%
35,710
+2,260
32
$2.91M 0.56%
65,574
+4,808
33
$2.88M 0.56%
66,270
-220
34
$2.83M 0.55%
21,631
+609
35
$2.81M 0.54%
27,449
+137
36
$2.8M 0.54%
31,545
-183,789
37
$2.7M 0.52%
5,347
+447
38
$2.68M 0.52%
3,693
+214
39
$2.46M 0.48%
51,238
+571
40
$2.45M 0.47%
26,326
+376
41
$2.33M 0.45%
10,215
+566
42
$2.13M 0.41%
20,666
+1,676
43
$2.09M 0.4%
14,420
+1,004
44
$2.08M 0.4%
12,169
+876
45
$2.03M 0.39%
116,586
+4,163
46
$1.89M 0.37%
10,522
+639
47
$1.89M 0.36%
50,230
+1,504
48
$1.86M 0.36%
7,558
+197
49
$1.86M 0.36%
33,172
+2,755
50
$1.85M 0.36%
7,005
+476
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