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
$759M
AUM Growth
+$56.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$22M
2
+$12.1M
3
+$8.86M
4
VCLT icon
Vanguard Long-Term Corporate Bond ETF
VCLT
+$7.72M
5
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$6.68M

Top Sells

1
+$26.1M
2
+$9.57M
3
+$9.23M
4
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$7.89M
5
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$6.82M

Sector Composition

1 Technology 9.38%
2 Industrials 5.08%
3 Energy 4.82%
4 Financials 4.7%
5 Healthcare 3.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.73M 0.89%
94,013
+628
27
$6.68M 0.88%
+80,501
28
$6.43M 0.85%
82,426
+2,892
29
$5.69M 0.75%
204,453
+6,713
30
$5.66M 0.75%
41,974
+15,273
31
$5.5M 0.72%
99,983
-170
32
$5.33M 0.7%
110,976
+41,075
33
$5.33M 0.7%
19,636
+189
34
$5.15M 0.68%
11,456
-45
35
$5.13M 0.68%
27,546
+347
36
$5.12M 0.67%
29,675
+145
37
$5.08M 0.67%
11,807
+81
38
$4.83M 0.64%
10,167
+40
39
$4.8M 0.63%
90,497
+8,297
40
$4.77M 0.63%
12,493
+60
41
$4.7M 0.62%
11,594
+247
42
$4.42M 0.58%
21,486
+446
43
$4.34M 0.57%
2,115
-187
44
$4.34M 0.57%
4,176
+162
45
$4.23M 0.56%
+9,872
46
$4.22M 0.56%
5,448
+136
47
$4.2M 0.55%
38,639
+3,948
48
$4.15M 0.55%
81,258
+8,774
49
$4.1M 0.54%
12,733
+346
50
$4M 0.53%
32,943
-380
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