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
$538M
AUM Growth
-$140M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$3.41M
2
+$3.33M
3
+$3.05M
4
GILD icon
Gilead Sciences
GILD
+$1.54M
5
CVS icon
CVS Health
CVS
+$1.45M

Top Sells

1
+$22.9M
2
+$17.1M
3
+$8.57M
4
CVX icon
Chevron
CVX
+$3.02M
5
QLYS icon
Qualys
QLYS
+$2.31M

Sector Composition

1 Technology 8.76%
2 Energy 6.22%
3 Financials 3.66%
4 Healthcare 3.64%
5 Consumer Discretionary 3.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.56M 0.29%
5,203
-346
52
$1.56M 0.29%
18,195
+4,225
53
$1.54M 0.29%
+24,855
54
$1.53M 0.28%
59,375
-2,701
55
$1.51M 0.28%
21,544
+1,161
56
$1.47M 0.27%
29,252
+636
57
$1.47M 0.27%
4,655
-218
58
$1.47M 0.27%
15,986
+1,755
59
$1.46M 0.27%
11,443
+1,165
60
$1.45M 0.27%
+15,664
61
$1.45M 0.27%
22,235
-1,239
62
$1.44M 0.27%
108,796
+2,781
63
$1.44M 0.27%
3,826
+1,022
64
$1.43M 0.27%
10,126
-1,243
65
$1.43M 0.26%
6,684
-146
66
$1.39M 0.26%
12,380
+1,988
67
$1.39M 0.26%
52,192
+17,910
68
$1.35M 0.25%
60,518
+5,508
69
$1.35M 0.25%
20,898
-460
70
$1.34M 0.25%
+9,340
71
$1.33M 0.25%
34,572
+2,578
72
$1.32M 0.25%
87,390
-4,130
73
$1.32M 0.25%
7,855
-249
74
$1.32M 0.25%
+8,586
75
$1.29M 0.24%
19,523
+3,274
1 2
3
4 5