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
$358M
AUM Growth
+$31.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$19.2M
2
+$19.1M
3
+$5.61M
4
SPGP icon
Invesco S&P 500 GARP ETF
SPGP
+$2.63M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.92M

Top Sells

1
+$18.1M
2
+$17.5M
3
+$15.2M
4
FTCS icon
First Trust Capital Strength ETF
FTCS
+$4.87M
5
CVX icon
Chevron
CVX
+$1.99M

Sector Composition

1 Energy 7.84%
2 Technology 6.66%
3 Consumer Discretionary 3.75%
4 Healthcare 3.45%
5 Financials 2.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.43M 0.4%
5,317
+242
52
$1.26M 0.35%
34,352
+6,841
53
$1.25M 0.35%
11,994
+686
54
$1.24M 0.35%
21,140
+1,340
55
$1.19M 0.33%
11,842
+691
56
$1.11M 0.31%
4,728
-4,066
57
$1.11M 0.31%
10,538
+873
58
$1.09M 0.31%
11,742
+81
59
$1.07M 0.3%
19,793
+428
60
$1.04M 0.29%
7,449
+5,394
61
$1.03M 0.29%
3,573
+114
62
$1.02M 0.29%
10,973
+797
63
$1.02M 0.28%
26,527
+1,581
64
$983K 0.27%
16,629
+946
65
$934K 0.26%
4,435
+260
66
$901K 0.25%
3,189
+37
67
$897K 0.25%
22,271
+1,405
68
$889K 0.25%
11,330
-108
69
$871K 0.24%
9,163
+576
70
$864K 0.24%
+2,265
71
$864K 0.24%
24,230
-430
72
$832K 0.23%
14,180
+900
73
$730K 0.2%
8,665
+489
74
$719K 0.2%
14,880
+204
75
$706K 0.2%
+9,503
1 2
3
4 5