IWS
Insight Wealth Strategies Portfolio holdings
AUM
$896M
1-Year Est. Return
24.24%
This Fund
S&P 500
1 Year Est. Return
+24.24%
AUM
$896M
AUM Growth
+$23.6M
(+2.7%)
Holding
188
Top Buys
| 1 | +$26.8M | |
| 2 | +$22.5M | |
| 3 | +$16.5M | |
| 4 |
iShares 0-5 Year TIPS Bond ETF
STIP
|
+$12.2M |
| 5 |
iShares US Pharmaceuticals ETF
IHE
|
+$10.4M |
Top Sells
| 1 | +$25.7M | |
| 2 | +$13.2M | |
| 3 | +$12.8M | |
| 4 |
iShares Preferred and Income Securities ETF
PFF
|
+$11M |
| 5 |
T. Rowe Price Floating Rate ETF
TFLR
|
+$10.6M |
Sector Composition
| 1 | Technology | 12.53% |
| 2 | Energy | 7.04% |
| 3 | Healthcare | 5.9% |
| 4 | Industrials | 4.34% |
| 5 | Financials | 2.95% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Cencora
COR
$63.7B
| $5.55M | 0.62% |
17,671
+199
|
|
||
52
Constellation Energy
CEG
$107B
| $5.48M | 0.61% |
19,633
+3,909
|
|
||
53
Abbott
ABT
$168B
| $5.44M | 0.61% |
52,944
+15,014
|
|
||
54
Biogen
BIIB
$26B
| $5.38M | 0.6% |
29,346
+386
|
|
||
55
Liquidia Corp
LQDA
$3.48B
| $5.37M | 0.6% |
142,402
+584
|
|
||
56
NVIDIA
NVDA
$4.9T
| $5.34M | 0.6% |
30,602
+1,065
|
|
||
57
Regeneron Pharmaceuticals
REGN
$79.4B
| $5.32M | 0.59% |
6,884
-612
|
|
||
58
Home Depot
HD
$348B
| $5.25M | 0.59% |
15,965
+2,728
|
|
||
59
Huntington Ingalls Industries
HII
$15.5B
| $5.02M | 0.56% |
+13,223
|
|
||
60
Stanley Black & Decker
SWK
$11.1B
| $4.97M | 0.55% |
69,926
+2,131
|
|
||
61
McKesson
MCK
$106B
| $4.95M | 0.55% |
5,725
-26
|
|
||
62
Expro
XPRO
$1.85B
| $4.71M | 0.53% |
270,449
+2,971
|
|
||
|
VISN
63
Vistance Networks Inc
VISN
$4.3B
| $4.51M | 0.5% |
247,626
+4,065
|
|
||
64
Fortinet
FTNT
$60.6B
| $4.49M | 0.5% |
54,886
-1,241
|
|
||
65
State Street SPDR S&P 500 ETF Trust
SPY
$720B
| $4.39M | 0.49% |
6,753
+86
|
|
||
66
VanEck High Yield Muni ETF
HYD
$4.08B
| $4.33M | 0.48% |
86,454
+19,072
|
|
||
67
Leidos
LDOS
$19.5B
| $4.29M | 0.48% |
27,555
+380
|
|
||
68
iShares MBS ETF
MBB
$39B
| $4.24M | 0.47% |
44,638
+3,021
|
|
||
69
iShares National Muni Bond ETF
MUB
$43.7B
| $4.19M | 0.47% |
39,438
+2,169
|
|
||
70
iShares Floating Rate Bond ETF
FLOT
$9.24B
| $4.09M | 0.46% |
80,365
+791
|
|
||
71
Verisk Analytics
VRSK
$23.3B
| $4.07M | 0.45% |
21,423
+522
|
|
||
72
Kroger
KR
$41.8B
| $4.06M | 0.45% |
56,125
+1,575
|
|
||
|
XYZ
73
Block Inc
XYZ
$42.7B
| $4.03M | 0.45% |
67,044
+1,114
|
|
||
74
Palantir
PLTR
$350B
| $4.02M | 0.45% |
27,458
+376
|
|
||
75
Centene
CNC
$18.8B
| $4M | 0.45% |
122,138
+579
|
|