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
$472M
AUM Growth
+$46.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1
+$3.42M
2
+$3.25M
3
+$2.77M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$2.48M
5
BKLN icon
Invesco Senior Loan ETF
BKLN
+$2.41M

Top Sells

1
+$2.88M
2
+$2.44M
3
+$2.19M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$1.98M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$1.89M

Sector Composition

1 Technology 10.5%
2 Energy 7.25%
3 Consumer Discretionary 3.61%
4 Financials 3.44%
5 Healthcare 3.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.89M 0.4%
67,787
+40,614
52
$1.85M 0.39%
27,660
+2,160
53
$1.83M 0.39%
43,333
+30,127
54
$1.82M 0.38%
27,859
+5,785
55
$1.8M 0.38%
26,683
+1,326
56
$1.79M 0.38%
4,589
+510
57
$1.67M 0.35%
22,344
+16,632
58
$1.54M 0.33%
13,173
-16,249
59
$1.53M 0.32%
48,400
+1,840
60
$1.5M 0.32%
44,598
-16,029
61
$1.5M 0.32%
24,384
+2,645
62
$1.48M 0.31%
14,697
+12,121
63
$1.43M 0.3%
2,454
+110
64
$1.4M 0.3%
14,237
-643
65
$1.35M 0.29%
25,030
+9,963
66
$1.3M 0.27%
21,700
+200
67
$1.27M 0.27%
9,142
+1,154
68
$1.21M 0.26%
+39,899
69
$1.17M 0.25%
4,158
+152
70
$1.17M 0.25%
10,411
+8,579
71
$1.17M 0.25%
3,623
+1,014
72
$1.16M 0.25%
+35,956
73
$1.16M 0.25%
35,780
+1,390
74
$1.14M 0.24%
+15,844
75
$1.14M 0.24%
24,792
-676
1 2
3
4 5