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
$704M
AUM Growth
-$42.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
242
New
Increased
Reduced
Closed

Top Buys

1
+$3.3M
2
+$1.38M
3
+$1.14M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$1.14M
5
CMI icon
Cummins
CMI
+$930K

Top Sells

1
+$3.38M
2
+$3.07M
3
+$2.9M
4
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$2.89M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$2.83M

Sector Composition

1 Technology 7.42%
2 Energy 4.89%
3 Consumer Discretionary 2.52%
4 Financials 2.51%
5 Industrials 1.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.88M 0.27%
49,725
-9,015
52
$1.86M 0.26%
36,916
+16,754
53
$1.78M 0.25%
16,601
-5,857
54
$1.77M 0.25%
24,193
-396
55
$1.75M 0.25%
11,782
+9,290
56
$1.74M 0.25%
7,204
-2,633
57
$1.74M 0.25%
10,550
-635
58
$1.73M 0.25%
23,313
+2,613
59
$1.68M 0.24%
11,707
-3,575
60
$1.58M 0.22%
27,649
-6,248
61
$1.57M 0.22%
3,933
-886
62
$1.57M 0.22%
4,291
-1,444
63
$1.53M 0.22%
35,952
-5,992
64
$1.49M 0.21%
35,455
+5,139
65
$1.47M 0.21%
25,660
-7,430
66
$1.47M 0.21%
14,554
-2,021
67
$1.43M 0.2%
15,202
-2,727
68
$1.42M 0.2%
12,211
+6,447
69
$1.38M 0.2%
9,858
+177
70
$1.37M 0.19%
2,489
-571
71
$1.36M 0.19%
9,244
+7,699
72
$1.33M 0.19%
18,263
-2,490
73
$1.31M 0.19%
7,446
-786
74
$1.3M 0.19%
16,360
-2,393
75
$1.29M 0.18%
24,450
-7,440
1 2
3
4 5