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
$743M
AUM Growth
-$2.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$22M
2
+$20.8M
3
+$20.5M
4
HEZU icon
iShares Currency Hedged MSCI Eurozone ETF
HEZU
+$13.4M
5
XMMO icon
Invesco S&P MidCap Momentum ETF
XMMO
+$10M

Top Sells

1
+$25.3M
2
+$23.5M
3
+$21.5M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$19M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$10.5M

Sector Composition

1 Technology 10.19%
2 Energy 6.16%
3 Financials 5.59%
4 Industrials 4.64%
5 Healthcare 3.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.18M 0.56%
24,965
-462
52
$4.08M 0.55%
42,372
-369
53
$4.05M 0.54%
79,245
-1,283
54
$3.98M 0.54%
42,464
-250,661
55
$3.96M 0.53%
77,445
+3,976
56
$3.96M 0.53%
5,821
+76
57
$3.94M 0.53%
11,901
+1,699
58
$3.87M 0.52%
36,688
+1,657
59
$3.85M 0.52%
39,538
+497
60
$3.71M 0.5%
6,624
+65
61
$3.66M 0.49%
33,728
+126
62
$3.65M 0.49%
73,647
+1,944
63
$3.6M 0.48%
42,374
+1,320
64
$3.57M 0.48%
42,244
-32,109
65
$3.56M 0.48%
6,176
+5,109
66
$3.56M 0.48%
65,455
+19,366
67
$3.47M 0.47%
65,076
+3,126
68
$3.41M 0.46%
10,915
+317
69
$3.32M 0.45%
6,336
+141
70
$3.3M 0.44%
20,577
+805
71
$3.22M 0.43%
60,109
+4,166
72
$3.14M 0.42%
34,615
-683
73
$3.07M 0.41%
32,234
-314
74
$2.98M 0.4%
28,470
+1,567
75
$2.95M 0.4%
12,042
-284
1 2
3
4 5