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
$518M
AUM Growth
-$4.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$19.7M
2
+$16.8M
3
+$9.4M
4
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$8.43M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$3.42M

Top Sells

1
+$17.5M
2
+$16.3M
3
+$10.1M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$7.45M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$5.32M

Sector Composition

1 Technology 8.57%
2 Energy 7.97%
3 Healthcare 3.9%
4 Consumer Discretionary 2.88%
5 Financials 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.84M 0.36%
24,254
+948
52
$1.81M 0.35%
20,876
+1,593
53
$1.81M 0.35%
11,862
+977
54
$1.8M 0.35%
96,175
+3,085
55
$1.79M 0.35%
10,503
+188
56
$1.79M 0.35%
66,486
+4,512
57
$1.79M 0.35%
66,035
+4,465
58
$1.78M 0.34%
4,730
+159
59
$1.76M 0.34%
23,450
+1,931
60
$1.74M 0.34%
5,774
+441
61
$1.74M 0.34%
10,736
+4,290
62
$1.7M 0.33%
8,370
+835
63
$1.7M 0.33%
78,672
+5,928
64
$1.68M 0.32%
15,184
+2,097
65
$1.67M 0.32%
21,210
+676
66
$1.64M 0.32%
23,844
+959
67
$1.63M 0.32%
41,134
+2,016
68
$1.62M 0.31%
13,775
69
$1.61M 0.31%
4,335
+287
70
$1.59M 0.31%
44,782
+4,637
71
$1.57M 0.3%
9,880
+822
72
$1.54M 0.3%
37,336
+928
73
$1.53M 0.3%
10,239
+972
74
$1.52M 0.29%
14,736
+355
75
$1.51M 0.29%
42,095
+5,115
1 2
3
4 5