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
$449M
AUM Growth
+$73.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
183
New
Increased
Reduced
Closed

Top Buys

1
+$3.41M
2
+$2.23M
3
+$2.16M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$2.02M
5
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$1.96M

Top Sells

1
+$2.68M
2
+$1.17M
3
+$1.07M
4
AAPL icon
Apple
AAPL
+$890K
5
UNH icon
UnitedHealth
UNH
+$842K

Sector Composition

1 Technology 6.24%
2 Energy 5.6%
3 Consumer Discretionary 2.2%
4 Communication Services 1.99%
5 Financials 1.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$943K 0.21%
13,583
-267
52
$923K 0.21%
16,748
+342
53
$875K 0.19%
+22,215
54
$867K 0.19%
30,825
+3,750
55
$816K 0.18%
9,578
+3,144
56
$800K 0.18%
26,177
+7,656
57
$799K 0.18%
1,972
+334
58
$798K 0.18%
3,184
+34
59
$786K 0.18%
+28,620
60
$748K 0.17%
10,520
+1,440
61
$705K 0.16%
15,787
+521
62
$699K 0.16%
18,581
-28,384
63
$694K 0.15%
988
+95
64
$675K 0.15%
5,630
+1,664
65
$662K 0.15%
6,117
-913
66
$648K 0.14%
4,605
+498
67
$642K 0.14%
11,232
-7,574
68
$640K 0.14%
8,680
+167
69
$627K 0.14%
7,771
-2,750
70
$619K 0.14%
11,761
+1,679
71
$617K 0.14%
15,447
+2,913
72
$605K 0.13%
9,516
+972
73
$598K 0.13%
11,110
+128
74
$584K 0.13%
9,753
+6
75
$582K 0.13%
11,638
-1,837
1 2
3
4 5