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
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$42.6M
2
+$1.18M

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
52
$1.56M 0.29%
18,195
53
$1.54M 0.29%
24,855
54
$1.53M 0.28%
59,375
55
$1.51M 0.28%
21,544
56
$1.47M 0.27%
29,252
57
$1.47M 0.27%
4,655
58
$1.47M 0.27%
15,986
59
$1.46M 0.27%
11,443
60
$1.45M 0.27%
15,664
61
$1.45M 0.27%
22,235
62
$1.44M 0.27%
108,796
63
$1.44M 0.27%
3,826
64
$1.43M 0.27%
10,126
65
$1.43M 0.26%
6,684
66
$1.39M 0.26%
12,380
67
$1.39M 0.26%
52,192
68
$1.35M 0.25%
60,518
69
$1.35M 0.25%
20,898
70
$1.34M 0.25%
9,340
71
$1.33M 0.25%
34,572
72
$1.32M 0.25%
87,390
73
$1.32M 0.25%
7,855
74
$1.32M 0.25%
8,586
75
$1.29M 0.24%
19,523
1 2
3
4 5