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
$539M
AUM Growth
+$89.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$10.9M
3
+$5.25M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$4.8M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$4.22M

Top Sells

1
+$7.55M
2
+$6.4M
3
+$3.2M
4
MBB icon
iShares MBS ETF
MBB
+$2.84M
5
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$2.58M

Sector Composition

1 Technology 7.97%
2 Energy 3.9%
3 Consumer Discretionary 2.26%
4 Financials 2.08%
5 Communication Services 1.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.31M 0.24%
13,373
+9,691
52
$1.21M 0.22%
14,210
+3,690
53
$1.16M 0.22%
49,275
+20,655
54
$1.13M 0.21%
1,486
+498
55
$1.09M 0.2%
18,349
+1,601
56
$1.05M 0.19%
18,877
+61
57
$1.03M 0.19%
31,068
+4,891
58
$1.03M 0.19%
13,641
+58
59
$954K 0.18%
11,030
-28,384
60
$938K 0.17%
5,958
+328
61
$913K 0.17%
6,835
+4,932
62
$906K 0.17%
15,539
+6,023
63
$899K 0.17%
3,237
+53
64
$853K 0.16%
17,272
+1,485
65
$849K 0.16%
+22,905
66
$843K 0.16%
18,078
+2,631
67
$819K 0.15%
+24,512
68
$798K 0.15%
1,679
+507
69
$773K 0.14%
16,718
+2,317
70
$766K 0.14%
5,146
+541
71
$731K 0.14%
2,790
-5,163
72
$729K 0.14%
9,206
+526
73
$717K 0.13%
3,237
+1,290
74
$715K 0.13%
7,429
+2,646
75
$712K 0.13%
1,141
+388
1 2
3
4 5