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
$743M
AUM Growth
-$2.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$22M
2
+$20.8M
3
+$20.5M
4
HEZU icon
iShares Currency Hedged MSCI Eurozone ETF
HEZU
+$13.4M
5
XMMO icon
Invesco S&P MidCap Momentum ETF
XMMO
+$10M

Top Sells

1
+$25.3M
2
+$23.5M
3
+$21.5M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$19M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$10.5M

Sector Composition

1 Technology 10.19%
2 Energy 6.16%
3 Financials 5.59%
4 Industrials 4.64%
5 Healthcare 3.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.16M 1.1%
41,333
-7,605
27
$7.69M 1.04%
105,771
+2,068
28
$7.37M 0.99%
56,955
-723
29
$7.11M 0.96%
65,429
-197,952
30
$6.22M 0.84%
23,123
+4,364
31
$5.55M 0.75%
19,972
-277
32
$5.32M 0.72%
7,905
-515
33
$5.14M 0.69%
27,006
-805
34
$4.91M 0.66%
16,055
+58
35
$4.75M 0.64%
12,648
+89
36
$4.7M 0.63%
30,375
-1,283
37
$4.67M 0.63%
20,161
-571
38
$4.62M 0.62%
14,841
+245
39
$4.6M 0.62%
9,889
-16
40
$4.56M 0.61%
60,740
+637
41
$4.54M 0.61%
36,524
+10,301
42
$4.48M 0.6%
46,600
+3,635
43
$4.47M 0.6%
22,709
+2,551
44
$4.47M 0.6%
10,207
+143
45
$4.41M 0.59%
21,479
-23
46
$4.41M 0.59%
12,622
+154
47
$4.32M 0.58%
25,259
+714
48
$4.32M 0.58%
4,370
+42
49
$4.25M 0.57%
11,608
+118
50
$4.2M 0.57%
9,992
-104
1
2
3 4 5