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
$746M
AUM Growth
+$157M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
239
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$11.6M
3
+$11.4M
4
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$10.9M
5
IQLT icon
iShares MSCI Intl Quality Factor ETF
IQLT
+$10.1M

Top Sells

1
+$3.43M
2
+$3.22M
3
+$2.93M
4
IGLB icon
iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB
+$2.84M
5
MIME
Mimecast Limited
MIME
+$1.9M

Sector Composition

1 Technology 8.62%
2 Energy 5.03%
3 Consumer Discretionary 2.8%
4 Financials 2.75%
5 Communication Services 2.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.04M 0.27%
5,735
+798
52
$2.01M 0.27%
41,944
+5,665
53
$1.99M 0.27%
58,740
+9,915
54
$1.98M 0.27%
38,075
+6,055
55
$1.95M 0.26%
9,837
+4,142
56
$1.91M 0.26%
2,808
+1,186
57
$1.87M 0.25%
33,090
+2,215
58
$1.86M 0.25%
24,589
+13,663
59
$1.84M 0.25%
11,185
+5,756
60
$1.83M 0.25%
33,897
+15,940
61
$1.79M 0.24%
4,819
+2,481
62
$1.77M 0.24%
40,842
+31,379
63
$1.74M 0.23%
16,575
+1,900
64
$1.71M 0.23%
45,605
-474
65
$1.68M 0.23%
36,298
+5,344
66
$1.66M 0.22%
31,890
+3,130
67
$1.66M 0.22%
5,436
+2,166
68
$1.64M 0.22%
10,752
+3,143
69
$1.55M 0.21%
8,230
+5,249
70
$1.53M 0.21%
3,060
+326
71
$1.52M 0.2%
32,632
+21,867
72
$1.52M 0.2%
8,232
+2,520
73
$1.5M 0.2%
20,801
+9,255
74
$1.5M 0.2%
+18,753
75
$1.49M 0.2%
20,700
+3,636
1 2
3
4 5