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
$517M
AUM Growth
-$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$7.43M
2
+$3.45M
3
+$1.76M
4
GPC icon
Genuine Parts
GPC
+$1.48M
5
CAH icon
Cardinal Health
CAH
+$1.48M

Top Sells

1
+$4.79M
2
+$3.91M
3
+$3.65M
4
AAPL icon
Apple
AAPL
+$3.5M
5
V icon
Visa
V
+$3.14M

Sector Composition

1 Technology 7.5%
2 Energy 7.42%
3 Healthcare 4.65%
4 Financials 2.65%
5 Consumer Discretionary 2.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.7M 0.33%
10,860
-1,705
52
$1.63M 0.32%
21,470
+572
53
$1.59M 0.31%
11,101
+1,761
54
$1.57M 0.3%
64,813
+4,295
55
$1.55M 0.3%
14,040
-4,155
56
$1.51M 0.29%
51,252
-940
57
$1.51M 0.29%
7,052
+200
58
$1.49M 0.29%
16,001
+337
59
$1.49M 0.29%
29,709
-4,886
60
$1.48M 0.29%
3,878
+52
61
$1.48M 0.29%
+8,533
62
$1.48M 0.29%
+19,211
63
$1.46M 0.28%
59,301
-74
64
$1.46M 0.28%
8,818
+232
65
$1.44M 0.28%
6,946
+262
66
$1.43M 0.28%
10,783
+486
67
$1.42M 0.27%
11,025
+176
68
$1.41M 0.27%
25,110
-22,080
69
$1.41M 0.27%
2,588
-58
70
$1.4M 0.27%
23,259
+1,024
71
$1.38M 0.27%
4,237
+86
72
$1.37M 0.27%
9,296
+303
73
$1.37M 0.26%
2,665
+41
74
$1.36M 0.26%
6,432
-36
75
$1.31M 0.25%
+72,264
1 2
3
4 5