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
$703M
AUM Growth
+$21.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$11.5M
2
+$8.64M
3
+$4.38M
4
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$4.35M
5
AMGN icon
Amgen
AMGN
+$3.87M

Top Sells

1
+$15.2M
2
+$8.77M
3
+$8.29M
4
FISV
Fiserv Inc
FISV
+$2.86M
5
UNM icon
Unum
UNM
+$2.24M

Sector Composition

1 Technology 11.19%
2 Energy 5.51%
3 Industrials 4.12%
4 Financials 3.95%
5 Healthcare 3.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.62M 0.52%
4,014
+387
52
$3.6M 0.51%
42,763
+4,846
53
$3.55M 0.51%
+26,701
54
$3.39M 0.48%
67,604
+5,944
55
$3.35M 0.48%
37,881
-140
56
$3.27M 0.46%
34,647
+50
57
$3.25M 0.46%
69,901
+636
58
$3.23M 0.46%
6,342
+163
59
$3.04M 0.43%
27,619
+865
60
$2.56M 0.36%
19,887
-1,965
61
$2.53M 0.36%
25,108
+46
62
$2.53M 0.36%
92,906
-688
63
$2.52M 0.36%
45,414
-1,489
64
$2.49M 0.35%
27,893
+322
65
$2.48M 0.35%
16,723
-380
66
$2.48M 0.35%
12,238
+206
67
$2.45M 0.35%
96,846
+1,969
68
$2.45M 0.35%
115,853
-7,814
69
$2.44M 0.35%
42,815
+10
70
$2.4M 0.34%
4,405
+117
71
$2.36M 0.34%
9,111
+326
72
$2.35M 0.33%
11,017
+171
73
$2.32M 0.33%
30,802
+637
74
$2.32M 0.33%
7,639
+2,115
75
$2.28M 0.32%
4,759
-141
1 2
3
4 5