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
$523M
AUM Growth
+$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$17.7M
2
+$6.88M
3
+$4.94M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$3.6M
5
BLMN icon
Bloomin' Brands
BLMN
+$819K

Top Sells

1
+$26.7M
2
+$4.41M
3
+$2.17M
4
SPGI icon
S&P Global
SPGI
+$1.86M
5
CHTR icon
Charter Communications
CHTR
+$544K

Sector Composition

1 Technology 8.23%
2 Energy 6.6%
3 Healthcare 3.86%
4 Consumer Discretionary 2.77%
5 Industrials 2.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.83M 0.35%
30,417
+317
52
$1.82M 0.35%
19,283
-177
53
$1.78M 0.34%
23,306
+50
54
$1.73M 0.33%
13,087
+195
55
$1.66M 0.32%
21,519
-483
56
$1.66M 0.32%
5,333
+72
57
$1.64M 0.31%
14,381
-148
58
$1.63M 0.31%
9,058
+179
59
$1.61M 0.31%
9,267
+18
60
$1.61M 0.31%
36,408
-277
61
$1.56M 0.3%
61,974
+275
62
$1.56M 0.3%
61,570
+400
63
$1.54M 0.3%
22,885
-193
64
$1.54M 0.3%
4,048
-57
65
$1.54M 0.3%
7,535
+86
66
$1.52M 0.29%
30,028
+396
67
$1.51M 0.29%
72,744
+68
68
$1.48M 0.28%
8,740
+114
69
$1.48M 0.28%
13,775
-265
70
$1.47M 0.28%
7,097
+87
71
$1.46M 0.28%
16,619
+452
72
$1.44M 0.28%
3,254
-638
73
$1.39M 0.27%
16,598
-93
74
$1.36M 0.26%
7,016
+79
75
$1.35M 0.26%
39,978
+590
1 2
3
4 5