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
$746M
AUM Growth
-$13.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$14.7M
2
+$11M
3
+$10.8M
4
FDN icon
First Trust Dow Jones Internet Index Fund ETF
FDN
+$8.45M
5
GLTR icon
abrdn Physical Precious Metals Basket Shares ETF
GLTR
+$6.33M

Top Sells

1
+$12.6M
2
+$11.7M
3
+$10.8M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$8.86M
5
EWJ icon
iShares MSCI Japan ETF
EWJ
+$6.73M

Sector Composition

1 Technology 10.73%
2 Energy 5.74%
3 Financials 5.2%
4 Industrials 5.19%
5 Healthcare 3.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.48M 0.87%
82,409
+1,908
27
$6.33M 0.85%
+57,678
28
$6.1M 0.82%
27,811
+265
29
$5.99M 0.8%
31,658
+8,469
30
$5.89M 0.79%
25,427
-4,248
31
$5.62M 0.75%
74,353
-10,648
32
$5.57M 0.75%
18,759
-877
33
$5.56M 0.75%
102,080
+2,097
34
$5.45M 0.73%
115,992
+5,016
35
$5.34M 0.72%
211,730
+7,277
36
$5.29M 0.71%
12,559
+752
37
$4.8M 0.64%
8,420
+831
38
$4.69M 0.63%
9,905
-262
39
$4.68M 0.63%
+15,997
40
$4.65M 0.62%
10,064
-1,392
41
$4.6M 0.62%
60,103
-22,323
42
$4.56M 0.61%
4,328
+152
43
$4.55M 0.61%
20,249
+11,232
44
$4.51M 0.61%
33,602
+659
45
$4.47M 0.6%
11,490
-104
46
$4.45M 0.6%
+20,732
47
$4.39M 0.59%
+55,943
48
$4.31M 0.58%
20,158
+3,873
49
$4.27M 0.57%
10,202
+330
50
$4.24M 0.57%
12,468
-25
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