IWS

Insight Wealth Strategies Portfolio holdings

AUM $872M
1-Year Est. Return 20.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$792M
AUM Growth
+$48.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1
+$21.4M
2
+$11.5M
3
+$10.9M
4
ICVT icon
iShares Convertible Bond ETF
ICVT
+$10.4M
5
BKGI icon
BNY Mellon Global Infrastructure Income ETF
BKGI
+$9.24M

Top Sells

1
+$21.8M
2
+$17.9M
3
+$11.1M
4
XOP icon
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
+$9.86M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$9.36M

Sector Composition

1 Technology 14.18%
2 Financials 5.2%
3 Energy 5.18%
4 Industrials 4.7%
5 Healthcare 2.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.89M 1%
37,946
+936
27
$7.73M 0.98%
15,716
+3,068
28
$7.45M 0.94%
23,085
-38
29
$7.26M 0.92%
+57,884
30
$6.96M 0.88%
63,665
-1,764
31
$5.93M 0.75%
26,884
-122
32
$5.8M 0.73%
+134,359
33
$5.54M 0.7%
20,943
-4,022
34
$5.47M 0.69%
6,086
+265
35
$5.41M 0.68%
30,776
+401
36
$5.29M 0.67%
34,539
+811
37
$5.22M 0.66%
39,918
-2,326
38
$5M 0.63%
9,942
+53
39
$4.97M 0.63%
6,905
+729
40
$4.81M 0.61%
+64,038
41
$4.74M 0.6%
26,164
+5,587
42
$4.74M 0.6%
61,246
+506
43
$4.7M 0.59%
8,660
-1,332
44
$4.69M 0.59%
15,130
-925
45
$4.67M 0.59%
28,992
+26,907
46
$4.66M 0.59%
12,482
+874
47
$4.62M 0.58%
4,390
+20
48
$4.58M 0.58%
22,984
+275
49
$4.57M 0.58%
82,194
+22,085
50
$4.53M 0.57%
12,736
+114
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