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
$759M
AUM Growth
+$56.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$22M
2
+$12.1M
3
+$8.86M
4
VCLT icon
Vanguard Long-Term Corporate Bond ETF
VCLT
+$7.72M
5
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$6.68M

Top Sells

1
+$26.1M
2
+$9.57M
3
+$9.23M
4
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$7.89M
5
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$6.82M

Sector Composition

1 Technology 9.38%
2 Industrials 5.08%
3 Energy 4.82%
4 Financials 4.7%
5 Healthcare 3.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.99M 0.53%
11,573
+4,584
52
$3.97M 0.52%
20,704
+10,034
53
$3.96M 0.52%
17,497
+541
54
$3.91M 0.52%
76,523
+8,919
55
$3.85M 0.51%
23,189
+385
56
$3.79M 0.5%
+50,183
57
$3.75M 0.49%
7,589
+341
58
$3.74M 0.49%
6,392
+50
59
$3.65M 0.48%
10,338
+2,699
60
$3.6M 0.47%
71,190
-155,893
61
$3.55M 0.47%
37,981
+100
62
$3.55M 0.47%
+16,285
63
$3.45M 0.45%
+66,693
64
$3.41M 0.45%
34,908
+261
65
$3.17M 0.42%
32,105
+13,571
66
$3.16M 0.42%
85,001
-11,845
67
$2.95M 0.39%
45,538
+2,775
68
$2.86M 0.38%
25,538
+430
69
$2.8M 0.37%
6,885
-114
70
$2.8M 0.37%
26,999
-894
71
$2.71M 0.36%
17,404
+681
72
$2.7M 0.36%
36,499
-6,316
73
$2.67M 0.35%
39,977
-5,437
74
$2.62M 0.34%
12,404
+166
75
$2.61M 0.34%
31,201
+399
1 2
3
4 5