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
$681M
AUM Growth
+$62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$13M
2
+$12.7M
3
+$8.29M
4
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$6.32M
5
EWJ icon
iShares MSCI Japan ETF
EWJ
+$6.22M

Top Sells

1
+$21.3M
2
+$18.9M
3
+$8.53M
4
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$6.51M
5
BKLN icon
Invesco Senior Loan ETF
BKLN
+$3.4M

Sector Composition

1 Technology 11.11%
2 Energy 5.62%
3 Financials 4.24%
4 Industrials 3.75%
5 Consumer Staples 3.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.32M 0.93%
+50,187
27
$6.22M 0.91%
+87,209
28
$6.06M 0.89%
+74,668
29
$5.57M 0.82%
97,740
-703
30
$5.31M 0.78%
196,450
-2,209
31
$4.9M 0.72%
11,642
-1,699
32
$4.9M 0.72%
27,147
-1,533
33
$4.34M 0.64%
19,047
+8,001
34
$4.04M 0.59%
+37,917
35
$4.01M 0.59%
76,797
+3,538
36
$3.99M 0.59%
10,391
+4,362
37
$3.96M 0.58%
+11,406
38
$3.95M 0.58%
+11,124
39
$3.94M 0.58%
+15,403
40
$3.92M 0.57%
29,540
+20
41
$3.79M 0.56%
41,980
-11,970
42
$3.77M 0.55%
+9,595
43
$3.69M 0.54%
+3,627
44
$3.56M 0.52%
23,615
+2,119
45
$3.46M 0.51%
+4,946
46
$3.43M 0.5%
31,831
+1,554
47
$3.41M 0.5%
36,891
+1,963
48
$3.41M 0.5%
38,021
+745
49
$3.4M 0.5%
66,621
+3,414
50
$3.29M 0.48%
+34,597
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