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
$589M
AUM Growth
+$50.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
229
New
Increased
Reduced
Closed

Top Buys

1
+$4.66M
2
+$3.4M
3
+$1.8M
4
PAGS icon
PagSeguro Digital
PAGS
+$1.76M
5
PAYC icon
Paycom
PAYC
+$1.65M

Top Sells

1
+$5.26M
2
+$4.57M
3
+$4.09M
4
BKLN icon
Invesco Senior Loan ETF
BKLN
+$3.36M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$2.73M

Sector Composition

1 Technology 9.33%
2 Energy 4.49%
3 Consumer Discretionary 2.53%
4 Financials 2.36%
5 Communication Services 2.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.62M 0.27%
+3,610
52
$1.55M 0.26%
28,760
+1,290
53
$1.51M 0.26%
4,023
+2,709
54
$1.5M 0.26%
2,734
+13
55
$1.48M 0.25%
16,163
-38
56
$1.47M 0.25%
48,825
+2,625
57
$1.47M 0.25%
32,020
+9,115
58
$1.44M 0.24%
+16,678
59
$1.43M 0.24%
14,195
+6,324
60
$1.41M 0.24%
3,971
+263
61
$1.39M 0.24%
38,091
+7,023
62
$1.37M 0.23%
18,818
+10,551
63
$1.34M 0.23%
14,540
+330
64
$1.28M 0.22%
24,453
-59
65
$1.17M 0.2%
17,064
+11,819
66
$1.16M 0.2%
13,491
-150
67
$1.16M 0.2%
1,622
+136
68
$1.12M 0.19%
18,992
+643
69
$1.08M 0.18%
+46,079
70
$1.04M 0.18%
1,677
-2
71
$1.03M 0.18%
5,712
+126
72
$1M 0.17%
5,695
-263
73
$1M 0.17%
16,671
+1,132
74
$967K 0.16%
7,609
+180
75
$941K 0.16%
17,957
+1,239
1 2
3
4 5