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
$703M
AUM Growth
+$21.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$11.5M
2
+$8.64M
3
+$4.38M
4
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$4.35M
5
AMGN icon
Amgen
AMGN
+$3.87M

Top Sells

1
+$15.2M
2
+$8.77M
3
+$8.29M
4
FISV
Fiserv Inc
FISV
+$2.86M
5
UNM icon
Unum
UNM
+$2.24M

Sector Composition

1 Technology 11.19%
2 Energy 5.51%
3 Industrials 4.12%
4 Financials 3.95%
5 Healthcare 3.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.37M 0.91%
93,385
+6,176
27
$5.68M 0.81%
79,534
+4,866
28
$5.26M 0.75%
27,199
+52
29
$5.25M 0.75%
100,153
+2,413
30
$5.24M 0.75%
11,726
+84
31
$5.22M 0.74%
197,740
+1,290
32
$4.74M 0.67%
29,530
-10
33
$4.5M 0.64%
19,447
+400
34
$4.44M 0.63%
11,501
+377
35
$4.38M 0.62%
+20,427
36
$4.38M 0.62%
5,312
+366
37
$4.26M 0.61%
10,127
+532
38
$4.25M 0.6%
82,200
+5,403
39
$4.23M 0.6%
7,248
+3,201
40
$4.15M 0.59%
22,804
-811
41
$4.12M 0.59%
33,323
-8,657
42
$3.91M 0.56%
11,347
+956
43
$3.87M 0.55%
+12,387
44
$3.8M 0.54%
16,956
+1,553
45
$3.78M 0.54%
+2,302
46
$3.72M 0.53%
40,535
+3,644
47
$3.71M 0.53%
12,433
+1,027
48
$3.7M 0.53%
72,484
+5,863
49
$3.7M 0.53%
34,691
+2,860
50
$3.68M 0.52%
+21,040
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