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
$678M
AUM Growth
-$23.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$6.07M
3
+$4.83M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$4.77M
5
BKLN icon
Invesco Senior Loan ETF
BKLN
+$4.4M

Top Sells

1
+$12.8M
2
+$12.7M
3
+$11.1M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$4.17M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$4.13M

Sector Composition

1 Technology 9.48%
2 Energy 5.57%
3 Financials 3.36%
4 Consumer Discretionary 3.04%
5 Healthcare 2.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.87M 0.28%
6,830
+827
52
$1.86M 0.27%
21,358
+4,712
53
$1.84M 0.27%
20,383
+1,823
54
$1.84M 0.27%
29,619
+3,297
55
$1.83M 0.27%
10,464
+1,406
56
$1.82M 0.27%
17,696
+1,254
57
$1.82M 0.27%
34,301
-2,179
58
$1.8M 0.27%
35,021
+1,451
59
$1.79M 0.26%
+28,616
60
$1.77M 0.26%
+106,015
61
$1.76M 0.26%
11,369
+1,221
62
$1.74M 0.26%
4,873
+176
63
$1.73M 0.26%
21,094
+3,142
64
$1.69M 0.25%
21,066
+576
65
$1.68M 0.25%
8,977
+1,132
66
$1.67M 0.25%
+62,076
67
$1.66M 0.25%
14,590
+1,605
68
$1.65M 0.24%
12,401
+2,124
69
$1.62M 0.24%
14,817
+80
70
$1.6M 0.24%
6,460
+897
71
$1.57M 0.23%
10,278
+1,233
72
$1.55M 0.23%
11,288
+1,789
73
$1.51M 0.22%
3,177
+286
74
$1.49M 0.22%
5,911
+993
75
$1.48M 0.22%
18,569
+754
1 2
3
4 5