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
$849M
AUM Growth
+$57.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$19M
2
+$16.6M
3
+$11.8M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$11.7M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$7.28M

Top Sells

1
+$21.9M
2
+$12.4M
3
+$9.13M
4
STX icon
Seagate
STX
+$6.79M
5
HEZU icon
iShares Currency Hedged MSCI Eurozone ETF
HEZU
+$6.7M

Sector Composition

1 Technology 14.62%
2 Energy 6.3%
3 Industrials 4.79%
4 Healthcare 3.8%
5 Financials 3.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CEG icon
51
Constellation Energy
CEG
$124B
$5.01M 0.59%
+15,220
WFRD icon
52
Weatherford International
WFRD
$4.53B
$4.98M 0.59%
+72,814
ABT icon
53
Abbott
ABT
$222B
$4.91M 0.58%
+36,673
MSI icon
54
Motorola Solutions
MSI
$72.8B
$4.91M 0.58%
10,732
+158
BAH icon
55
Booz Allen Hamilton
BAH
$12B
$4.83M 0.57%
48,360
+9,544
MRK icon
56
Merck
MRK
$210B
$4.8M 0.57%
+57,219
MCO icon
57
Moody's
MCO
$84B
$4.79M 0.56%
10,059
+117
SWK icon
58
Stanley Black & Decker
SWK
$10.5B
$4.78M 0.56%
+64,249
MCK icon
59
McKesson
MCK
$96.5B
$4.77M 0.56%
6,175
+314
QCOM icon
60
Qualcomm
QCOM
$177B
$4.76M 0.56%
+28,616
CDW icon
61
CDW
CDW
$19.8B
$4.75M 0.56%
29,795
+3,631
GWW icon
62
W.W. Grainger
GWW
$45.7B
$4.74M 0.56%
4,978
+588
LNG icon
63
Cheniere Energy
LNG
$48.4B
$4.48M 0.53%
19,076
+383
SPY icon
64
SPDR S&P 500 ETF Trust
SPY
$656B
$4.41M 0.52%
6,620
-45
PCAR icon
65
PACCAR
PCAR
$50B
$4.38M 0.52%
44,566
+416
BLBD icon
66
Blue Bird Corp
BLBD
$1.75B
$4.35M 0.51%
75,589
-3,605
XYZ
67
Block Inc
XYZ
$45.4B
$4.24M 0.5%
58,643
-7,577
INTU icon
68
Intuit
INTU
$180B
$4.16M 0.49%
6,092
+2,801
REGN icon
69
Regeneron Pharmaceuticals
REGN
$60.3B
$4.09M 0.48%
+7,278
CTAS icon
70
Cintas
CTAS
$74.1B
$4.05M 0.48%
19,716
+183
HYD icon
71
VanEck High Yield Muni ETF
HYD
$3.5B
$4.02M 0.47%
79,022
+98
MBB icon
72
iShares MBS ETF
MBB
$41.7B
$3.92M 0.46%
41,244
-169
MUB icon
73
iShares National Muni Bond ETF
MUB
$40.3B
$3.88M 0.46%
36,396
-170
DT icon
74
Dynatrace
DT
$14.3B
$3.85M 0.45%
79,424
+2,453
PAYO icon
75
Payoneer
PAYO
$2.06B
$3.83M 0.45%
633,213
+4,966
1 2
3
4 5