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
$409M
AUM Growth
+$51.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$18.2M
2
+$14.6M
3
+$12.1M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$6.81M
5
FTCS icon
First Trust Capital Strength ETF
FTCS
+$6.19M

Top Sells

1
+$11.4M
2
+$10.7M
3
+$8.12M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$7.5M
5
FPX icon
First Trust US Equity Opportunities ETF
FPX
+$5.61M

Sector Composition

1 Technology 9%
2 Energy 6.73%
3 Consumer Discretionary 3.95%
4 Healthcare 3.09%
5 Financials 2.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.48M 0.36%
13,464
-1,018
52
$1.43M 0.35%
14,418
+3,445
53
$1.38M 0.34%
6,058
+1,623
54
$1.3M 0.32%
+49,757
55
$1.19M 0.29%
21,960
+820
56
$1.17M 0.29%
10,122
-3,927
57
$1.16M 0.28%
40,160
+32,760
58
$1.14M 0.28%
13,357
+2,819
59
$1.12M 0.27%
30,570
+6,340
60
$1.09M 0.27%
19,860
+67
61
$1.07M 0.26%
11,662
-124,967
62
$1.04M 0.26%
7,497
+48
63
$1.04M 0.25%
16,977
+5,871
64
$1.02M 0.25%
17,910
+1,281
65
$979K 0.24%
11,681
+2,178
66
$974K 0.24%
11,599
+2,934
67
$968K 0.24%
3,524
+795
68
$922K 0.23%
6,940
-5,321
69
$922K 0.23%
5,455
-6,405
70
$906K 0.22%
15,175
-135,932
71
$899K 0.22%
6,439
+1,117
72
$898K 0.22%
4,323
-3,408
73
$897K 0.22%
+8,055
74
$886K 0.22%
4,334
+864
75
$866K 0.21%
13,581
+3,086
1 2
3
4 5