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
$326M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$25.5M
2
+$20.6M
3
+$20.5M
4
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$20.1M
5
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$19.6M

Top Sells

No sells this quarter

Sector Composition

1 Energy 8.36%
2 Technology 5.89%
3 Healthcare 3.69%
4 Consumer Discretionary 2.98%
5 Financials 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$954K 0.29%
+11,151
52
$951K 0.29%
+11,308
53
$913K 0.28%
+27,511
54
$908K 0.28%
+3,459
55
$896K 0.27%
+4,401
56
$882K 0.27%
+24,946
57
$882K 0.27%
+15,683
58
$864K 0.26%
+20,866
59
$847K 0.26%
+10,176
60
$839K 0.26%
+19,365
61
$833K 0.26%
+15,808
62
$791K 0.24%
+11,438
63
$788K 0.24%
+3,152
64
$756K 0.23%
+9,665
65
$753K 0.23%
+4,003
66
$710K 0.22%
+4,175
67
$698K 0.21%
+8,587
68
$688K 0.21%
+13,280
69
$673K 0.21%
+6,463
70
$663K 0.2%
+3,572
71
$660K 0.2%
+24,660
72
$653K 0.2%
+82,114
73
$638K 0.2%
+14,676
74
$633K 0.19%
+14,436
75
$620K 0.19%
+3,812
1 2
3
4 5