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
$619M
AUM Growth
+$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$15M
2
+$11.7M
3
+$6.56M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$2.63M
5
FLTR icon
VanEck IG Floating Rate ETF
FLTR
+$2.54M

Top Sells

1
+$2.66M
2
+$1.96M
3
+$1.38M
4
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$1.02M
5
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$959K

Sector Composition

1 Technology 8.89%
2 Energy 6.27%
3 Healthcare 3.98%
4 Financials 3.46%
5 Consumer Discretionary 2.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.22M 0.36%
26,592
+266
52
$2.2M 0.36%
9,787
-428
53
$2.19M 0.35%
12,243
+381
54
$2.18M 0.35%
24,757
+503
55
$2.15M 0.35%
7,235
+230
56
$2.13M 0.34%
7,880
+322
57
$2.13M 0.34%
46,905
+9,569
58
$2.12M 0.34%
8,641
+271
59
$2.12M 0.34%
10,315
-207
60
$2.1M 0.34%
12,640
+471
61
$2.09M 0.34%
6,029
+255
62
$2.07M 0.33%
11,046
+807
63
$2.07M 0.33%
35,069
+1,897
64
$2.05M 0.33%
13,897
-839
65
$2.04M 0.33%
120,384
+3,798
66
$2.04M 0.33%
5,107
+377
67
$2.02M 0.33%
68,578
+2,092
68
$2.01M 0.33%
+15,681
69
$2.01M 0.33%
19,974
-902
70
$1.98M 0.32%
9,180
+1,170
71
$1.98M 0.32%
24,412
+962
72
$1.97M 0.32%
26,458
+17,420
73
$1.95M 0.32%
+27,474
74
$1.92M 0.31%
25,928
+2,084
75
$1.9M 0.31%
27,522
+14,021
1 2
3
4 5