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
$510M
AUM Growth
-$7.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$3.58M
2
+$3.01M
3
+$1.71M
4
DG icon
Dollar General
DG
+$1.06M
5
PFGC icon
Performance Food Group
PFGC
+$776K

Top Sells

1
+$8.28M
2
+$4.9M
3
+$3.97M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$3.66M
5
UHS icon
Universal Health Services
UHS
+$1.88M

Sector Composition

1 Technology 7.23%
2 Energy 6.89%
3 Healthcare 4.17%
4 Financials 2.63%
5 Consumer Discretionary 2.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.65M 0.32%
8,879
+61
52
$1.6M 0.31%
10,001
-375
53
$1.59M 0.31%
3,892
+14
54
$1.59M 0.31%
10,459
-566
55
$1.55M 0.3%
5,261
-533
56
$1.54M 0.3%
61,699
-3,114
57
$1.54M 0.3%
14,040
58
$1.53M 0.3%
9,249
-47
59
$1.51M 0.3%
29,632
-77
60
$1.5M 0.29%
61,170
+1,869
61
$1.5M 0.29%
72,676
+412
62
$1.5M 0.29%
7,449
+503
63
$1.48M 0.29%
23,256
-3
64
$1.47M 0.29%
19,460
+249
65
$1.46M 0.29%
11,109
+8
66
$1.46M 0.29%
4,105
-132
67
$1.46M 0.29%
23,078
-333
68
$1.45M 0.28%
36,685
-620
69
$1.44M 0.28%
8,626
+93
70
$1.42M 0.28%
14,529
-105
71
$1.42M 0.28%
6,937
+505
72
$1.38M 0.27%
16,691
+2,411
73
$1.34M 0.26%
7,010
-42
74
$1.32M 0.26%
2,630
-39
75
$1.3M 0.26%
16,167
+1,700
1 2
3
4 5