IWS

Insight Wealth Strategies Portfolio holdings

AUM $872M
1-Year Est. Return 20.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$792M
AUM Growth
+$48.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1
+$21.4M
2
+$11.5M
3
+$10.9M
4
ICVT icon
iShares Convertible Bond ETF
ICVT
+$10.4M
5
BKGI icon
BNY Mellon Global Infrastructure Income ETF
BKGI
+$9.24M

Top Sells

1
+$21.8M
2
+$17.9M
3
+$11.1M
4
XOP icon
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
+$9.86M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$9.36M

Sector Composition

1 Technology 14.18%
2 Financials 5.2%
3 Energy 5.18%
4 Industrials 4.7%
5 Healthcare 2.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.52M 0.57%
66,220
+765
52
$4.5M 0.57%
10,574
+367
53
$4.47M 0.57%
15,146
-4,826
54
$4.41M 0.56%
18,693
-1,468
55
$4.38M 0.55%
19,533
-1,946
56
$4.34M 0.55%
44,150
+4,612
57
$4.33M 0.55%
42,271
-101
58
$4.33M 0.55%
628,247
+259,648
59
$4.27M 0.54%
46,656
+56
60
$4.27M 0.54%
5,861
-2,044
61
$4.22M 0.53%
13,931
+3,016
62
$4.19M 0.53%
+76,971
63
$4.17M 0.53%
38,816
+10,346
64
$4.16M 0.53%
19,010
+192
65
$4.13M 0.52%
7,918
+86
66
$4.12M 0.52%
6,665
+41
67
$3.95M 0.5%
78,924
+1,479
68
$3.87M 0.49%
41,413
-1,051
69
$3.86M 0.49%
+12,334
70
$3.81M 0.48%
36,566
-122
71
$3.8M 0.48%
74,819
-4,426
72
$3.78M 0.48%
+21,164
73
$3.61M 0.46%
73,842
+195
74
$3.5M 0.44%
79,194
-2,185
75
$3.4M 0.43%
18,720
+4,187
1 2
3
4 5