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
$711M
AUM Growth
+$7.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1
+$4.49M
2
+$4.45M
3
+$2.13M
4
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$2M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.36M

Top Sells

1
+$4.37M
2
+$4.19M
3
+$2.84M
4
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$1.34M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.33M

Sector Composition

1 Technology 7.66%
2 Energy 4.79%
3 Consumer Discretionary 2.69%
4 Financials 2.55%
5 Healthcare 1.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.95M 0.27%
26,248
+15,998
52
$1.93M 0.27%
30,952
+12,689
53
$1.88M 0.26%
37,313
+397
54
$1.87M 0.26%
5,416
+353
55
$1.86M 0.26%
17,051
+620
56
$1.84M 0.26%
35,555
+636
57
$1.83M 0.26%
12,148
+366
58
$1.81M 0.26%
11,240
+690
59
$1.7M 0.24%
15,285
+731
60
$1.7M 0.24%
5,071
+2,181
61
$1.66M 0.23%
29,726
+2,077
62
$1.65M 0.23%
7,205
+1
63
$1.62M 0.23%
42,627
+6,675
64
$1.61M 0.23%
4,129
+196
65
$1.6M 0.23%
17,842
+7,056
66
$1.58M 0.22%
15,358
+156
67
$1.57M 0.22%
2,530
+41
68
$1.54M 0.22%
4,427
+136
69
$1.54M 0.22%
25,210
+760
70
$1.51M 0.21%
16,683
+323
71
$1.48M 0.21%
9,914
+56
72
$1.42M 0.2%
26,594
+9,141
73
$1.41M 0.2%
12,258
+47
74
$1.39M 0.2%
13,542
+2,324
75
$1.38M 0.19%
24,234
-1,426
1 2
3
4 5