IWS
Insight Wealth Strategies Portfolio holdings
AUM $743M
AUM
$743M
AUM Growth
-$2.95M (-0.4%)
Cap. Flow
+$28.3M
Cap. Flow % of AUM
3.81%
Top 10 Holdings %Top 10 Hldgs %
34.52%
Holding
166
New
14
Increased
92
Reduced
47
Closed
8
Top Buys
| 1 | $22M | |
| 2 | $20.8M | |
| 3 | $20.5M | |
| 4 | $13.4M | |
| 5 | $10M |
Top Sells
| 1 | $25.3M | |
| 2 | $23.5M | |
| 3 | $21.5M | |
| 4 | $19M | |
| 5 | $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 | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $4.18M | 0.56% | 24,965 -462 | -2% | -$77.4K | |||
| $4.08M | 0.55% | 42,372 -369 | -0.9% | -$35.5K | |||
| $4.05M | 0.54% | 79,245 -1,283 | -2% | -$65.5K | |||
| $3.98M | 0.54% | 42,464 -250,661 | -86% | -$23.5M | |||
| $3.96M | 0.53% | 77,445 +3,976 | +5% | +$203K | |||
| $3.96M | 0.53% | 5,821 +76 | +1% | +$51.7K | |||
| $3.94M | 0.53% | 11,901 +1,699 | +17% | +$562K | |||
| $3.87M | 0.52% | 36,688 +1,657 | +5% | +$175K | |||
| $3.85M | 0.52% | 39,538 +497 | +1% | +$48.4K | |||
| $3.71M | 0.5% | 6,624 +65 | +1% | +$36.4K | |||
| $3.66M | 0.49% | 33,728 +126 | +0.4% | +$13.7K | |||
| $3.65M | 0.49% | 73,647 +1,944 | +3% | +$96.5K | |||
| $3.6M | 0.48% | 42,374 +1,320 | +3% | +$112K | |||
| $3.57M | 0.48% | 42,244 -32,109 | -43% | -$2.71M | |||
| $3.56M | 0.48% | 6,176 +5,109 | +479% | +$2.94M | |||
| $3.56M | 0.48% | 65,455 +19,366 | +42% | +$1.05M | |||
| $3.47M | 0.47% | 65,076 +3,126 | +5% | +$167K | |||
| $3.41M | 0.46% | 10,915 +317 | +3% | +$98.9K | |||
| $3.32M | 0.45% | 6,336 +141 | +2% | +$73.8K | |||
| $3.3M | 0.44% | 20,577 +805 | +4% | +$129K | |||
| $3.22M | 0.43% | 60,109 +4,166 | +7% | +$223K | |||
| $3.14M | 0.42% | 34,615 -683 | -2% | -$61.9K | |||
| $3.07M | 0.41% | 32,234 -314 | -1% | -$29.9K | |||
| $2.98M | 0.4% | 28,470 +1,567 | +6% | +$164K | |||
| $2.95M | 0.4% | 12,042 -284 | -2% | -$69.7K |
