IWS
Insight Wealth Strategies Portfolio holdings
AUM
$872M
1-Year Est. Return
20.16%
1 Year Est. Return
+20.16%
AUM
$872M
AUM Growth
+$23.4M
(+2.8%)
Holding
186
Top Buys
| 1 | +$23.7M | |
| 2 | +$16.5M | |
| 3 | +$16M | |
| 4 |
Simplify Short Term Treasury Futures Strategy ETF
TUA
|
+$14M |
| 5 |
Century Aluminum
CENX
|
+$6.04M |
Top Sells
| 1 | +$23.1M | |
| 2 | +$19M | |
| 3 | +$11.9M | |
| 4 |
iShares Preferred and Income Securities ETF
PFF
|
+$10.1M |
| 5 |
iShares International Treasury Bond ETF
IGOV
|
+$5.91M |
Sector Composition
| 1 | Technology | 13.55% |
| 2 | Healthcare | 6.24% |
| 3 | Energy | 5.7% |
| 4 | Industrials | 3.98% |
| 5 | Financials | 3.11% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Leidos
LDOS
$24.4B
| $4.9M | 0.56% |
27,175
-2,292
|
|
||
52
Liquidia Corp
LQDA
$3.48B
| $4.89M | 0.56% |
+141,818
|
|
||
53
Accenture
ACN
$178B
| $4.88M | 0.56% |
18,175
+3,649
|
|
||
54
Qualcomm
QCOM
$176B
| $4.87M | 0.56% |
28,481
-135
|
|
||
55
Weatherford International
WFRD
$6.22B
| $4.83M | 0.55% |
61,690
-11,124
|
|
||
56
Palantir
PLTR
$425B
| $4.81M | 0.55% |
27,082
-8,532
|
|
||
57
Abbott
ABT
$217B
| $4.75M | 0.54% |
37,930
+1,257
|
|
||
58
McKesson
MCK
$103B
| $4.72M | 0.54% |
5,751
-424
|
|
||
59
Verisk Analytics
VRSK
$31.2B
| $4.68M | 0.54% |
20,901
+6,891
|
|
||
60
DigitalOcean
DOCN
$4.82B
| $4.61M | 0.53% |
+95,754
|
|
||
61
Home Depot
HD
$374B
| $4.55M | 0.52% |
13,237
+595
|
|
||
62
Idexx Laboratories
IDXX
$56.7B
| $4.55M | 0.52% |
6,721
-1,819
|
|
||
63
SPDR S&P 500 ETF Trust
SPY
$713B
| $4.55M | 0.52% |
6,667
+47
|
|
||
64
Automatic Data Processing
ADP
$105B
| $4.49M | 0.51% |
17,459
+187
|
|
||
65
Fortinet
FTNT
$56.8B
| $4.46M | 0.51% |
56,127
+13,099
|
|
||
66
CommScope
COMM
$4.34B
| $4.42M | 0.51% |
+243,561
|
|
||
67
Motorola Solutions
MSI
$64.8B
| $4.31M | 0.49% |
11,253
+521
|
|
||
|
XYZ
68
Block Inc
XYZ
$39.9B
| $4.29M | 0.49% |
65,930
+7,287
|
|
||
69
Booz Allen Hamilton
BAH
$11.7B
| $4.21M | 0.48% |
49,937
+1,577
|
|
||
70
Intuit
INTU
$158B
| $4.21M | 0.48% |
6,355
+263
|
|
||
71
CDW
CDW
$17.2B
| $4.17M | 0.48% |
30,622
+827
|
|
||
72
iShares Floating Rate Bond ETF
FLOT
$9B
| $4.05M | 0.46% |
79,574
+4,836
|
|
||
73
iShares National Muni Bond ETF
MUB
$42.2B
| $3.99M | 0.46% |
37,269
+873
|
|
||
74
Advanced Micro Devices
AMD
$364B
| $3.99M | 0.46% |
18,626
-3,048
|
|
||
75
iShares MBS ETF
MBB
$39.3B
| $3.96M | 0.45% |
41,617
+373
|
|