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
$702M
AUM Growth
-$9.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
195
New
Increased
Reduced
Closed

Top Buys

1
+$14.1M
2
+$9.69M
3
+$4.7M
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$1.84M
5
SPSC icon
SPS Commerce
SPSC
+$1.5M

Top Sells

1
+$19M
2
+$5.25M
3
+$4.55M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$4.45M
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$4.34M

Sector Composition

1 Technology 8.92%
2 Energy 4.85%
3 Consumer Discretionary 3.13%
4 Financials 2.78%
5 Healthcare 2.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.95M 0.28%
8,406
+1,201
52
$1.93M 0.28%
38,356
+8,630
53
$1.91M 0.27%
2,891
-569
54
$1.86M 0.27%
9,882
+454
55
$1.84M 0.26%
+33,570
56
$1.84M 0.26%
5,369
+298
57
$1.83M 0.26%
16,646
-37
58
$1.78M 0.25%
3,330
+289
59
$1.76M 0.25%
10,550
+636
60
$1.76M 0.25%
4,233
+358
61
$1.75M 0.25%
19,078
+1,236
62
$1.69M 0.24%
4,697
+270
63
$1.65M 0.24%
9,045
+1,066
64
$1.63M 0.23%
2,511
-19
65
$1.56M 0.22%
26,322
+3,996
66
$1.55M 0.22%
10,277
+1,731
67
$1.55M 0.22%
25,680
+470
68
$1.54M 0.22%
9,058
+678
69
$1.52M 0.22%
36,642
+5,414
70
$1.52M 0.22%
48,078
+5,451
71
$1.51M 0.22%
6,003
+819
72
$1.5M 0.21%
+10,522
73
$1.49M 0.21%
5,563
+789
74
$1.47M 0.21%
9,499
+1,612
75
$1.46M 0.21%
+2,221
1 2
3
4 5