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
$376M
AUM Growth
-$96.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
206
New
Increased
Reduced
Closed

Top Buys

1
+$27.1M
2
+$24.6M
3
+$22.9M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$22.2M
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$19M

Top Sells

1
+$23.7M
2
+$20.2M
3
+$17.6M
4
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$16.2M
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$13.5M

Sector Composition

1 Energy 5.51%
2 Technology 4.66%
3 Consumer Discretionary 1.75%
4 Communication Services 1.46%
5 Healthcare 1.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$696K 0.19%
18,540
-17,240
52
$695K 0.19%
2,695
-928
53
$689K 0.18%
75,781
-123,827
54
$677K 0.18%
7,030
+321
55
$676K 0.18%
15,266
-4,426
56
$653K 0.17%
13,475
-4,370
57
$653K 0.17%
25,322
-917,425
58
$641K 0.17%
2,616
-4,685
59
$629K 0.17%
3,971
-7,756
60
$629K 0.17%
4,363
-7,624
61
$625K 0.17%
8,513
-3,610
62
$597K 0.16%
3,825
-6,536
63
$588K 0.16%
3,150
-416
64
$571K 0.15%
4,286
-8,808
65
$567K 0.15%
10,982
-825
66
$560K 0.15%
6,434
-11,125
67
$558K 0.15%
893
-1,561
68
$543K 0.14%
27,075
-54,465
69
$539K 0.14%
4,107
-3,192
70
$534K 0.14%
8,876
-7,628
71
$533K 0.14%
9,080
-12,620
72
$528K 0.14%
9,747
+418
73
$523K 0.14%
2,167
-4,232
74
$510K 0.14%
3,532
+199
75
$508K 0.14%
+8,544
1 2
3
4 5