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
$426M
AUM Growth
+$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1
+$18.1M
2
+$13.3M
3
+$4.61M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$3.48M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$3.01M

Top Sells

1
+$20.9M
2
+$17.7M
3
+$14.3M
4
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$12.1M
5
SPGP icon
Invesco S&P 500 GARP ETF
SPGP
+$2.49M

Sector Composition

1 Technology 10.51%
2 Energy 7.22%
3 Consumer Discretionary 3.89%
4 Financials 3.37%
5 Healthcare 3.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.68M 0.39%
19,241
+180
52
$1.65M 0.39%
6,361
+754
53
$1.59M 0.37%
25,357
+347
54
$1.59M 0.37%
4,079
+3,390
55
$1.56M 0.37%
25,500
+3,540
56
$1.47M 0.35%
9,976
-1,694
57
$1.4M 0.33%
14,880
-1,015
58
$1.35M 0.32%
+2,344
59
$1.35M 0.32%
22,074
+5,097
60
$1.31M 0.31%
21,739
+3,829
61
$1.28M 0.3%
46,560
+6,400
62
$1.27M 0.3%
21,500
+15,170
63
$1.22M 0.29%
14,675
+1,318
64
$1.16M 0.27%
13,150
+1,469
65
$1.06M 0.25%
+7,988
66
$1.05M 0.25%
21,338
+1,478
67
$1.05M 0.25%
8,150
+653
68
$1.02M 0.24%
4,006
+482
69
$1M 0.24%
31,641
-25,151
70
$935K 0.22%
16,056
+1,004
71
$923K 0.22%
16,946
+2,431
72
$920K 0.22%
34,390
+3,820
73
$905K 0.21%
20,076
+7,428
74
$901K 0.21%
4,264
+184
75
$894K 0.21%
5,522
+67
1 2
3
4 5