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
$746M
AUM Growth
-$13.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$14.7M
2
+$11M
3
+$10.8M
4
FDN icon
First Trust Dow Jones Internet Index Fund ETF
FDN
+$8.45M
5
GLTR icon
abrdn Physical Precious Metals Basket Shares ETF
GLTR
+$6.33M

Top Sells

1
+$12.6M
2
+$11.7M
3
+$10.8M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$8.86M
5
EWJ icon
iShares MSCI Japan ETF
EWJ
+$6.73M

Sector Composition

1 Technology 10.73%
2 Energy 5.74%
3 Financials 5.2%
4 Industrials 5.19%
5 Healthcare 3.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.17M 0.56%
10,096
+7,041
52
$4.16M 0.56%
24,545
+3,841
53
$4.14M 0.56%
61,950
+16,412
54
$4.1M 0.55%
80,528
-730
55
$4.09M 0.55%
+141,264
56
$4.06M 0.54%
39,041
+6,936
57
$4.04M 0.54%
42,741
+18,906
58
$3.97M 0.53%
42,965
+17,427
59
$3.93M 0.53%
21,502
+16
60
$3.92M 0.53%
+46,089
61
$3.9M 0.52%
67,744
+1,051
62
$3.84M 0.52%
6,559
+2,039
63
$3.81M 0.51%
73,469
-17,028
64
$3.8M 0.51%
14,596
+1,863
65
$3.73M 0.5%
35,031
-3,608
66
$3.73M 0.5%
10,598
+260
67
$3.71M 0.5%
51,815
+1,632
68
$3.62M 0.49%
5,745
+297
69
$3.59M 0.48%
71,703
-4,820
70
$3.54M 0.48%
+41,054
71
$3.46M 0.46%
+26,903
72
$3.44M 0.46%
19,772
+2,275
73
$3.14M 0.42%
35,298
-2,683
74
$3.13M 0.42%
6,195
-197
75
$3.11M 0.42%
32,548
-2,360
1 2
3
4 5