IWS
Insight Wealth Strategies Portfolio holdings
AUM
$849M
1-Year Est. Return
15.85%
1 Year Est. Return
+15.85%
AUM
$792M
AUM Growth
+$48.9M
(+6.6%)
Holding
180
Top Buys
| 1 | +$21.4M | |
| 2 | +$11.5M | |
| 3 | +$10.9M | |
| 4 |
iShares Convertible Bond ETF
ICVT
|
+$10.4M |
| 5 |
BNY Mellon Global Infrastructure Income ETF
BKGI
|
+$9.24M |
Top Sells
| 1 | +$21.8M | |
| 2 | +$17.9M | |
| 3 | +$11.1M | |
| 4 |
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
|
+$9.86M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
|
XYZ
51
Block Inc
XYZ
$39.2B
| $4.52M | 0.57% |
66,220
+765
|
|
||
52
Motorola Solutions
MSI
$60.6B
| $4.5M | 0.57% |
10,574
+367
|
|
||
53
Cencora
COR
$66.3B
| $4.47M | 0.57% |
15,146
-4,826
|
|
||
54
Cheniere Energy
LNG
$40.7B
| $4.41M | 0.56% |
18,693
-1,468
|
|
||
55
Cintas
CTAS
$75.4B
| $4.38M | 0.55% |
19,533
-1,946
|
|
||
56
PACCAR
PCAR
$58.9B
| $4.34M | 0.55% |
44,150
+4,612
|
|
||
57
Fortinet
FTNT
$61.3B
| $4.33M | 0.55% |
42,271
-101
|
|
||
58
Payoneer
PAYO
$2.1B
| $4.33M | 0.55% |
628,247
+259,648
|
|
||
59
Arch Capital
ACGL
$34.7B
| $4.27M | 0.54% |
46,656
+56
|
|
||
60
McKesson
MCK
$100B
| $4.27M | 0.54% |
5,861
-2,044
|
|
||
61
Accenture
ACN
$169B
| $4.22M | 0.53% |
13,931
+3,016
|
|
||
62
Dynatrace
DT
$13.3B
| $4.19M | 0.53% |
+76,971
|
|
||
63
Booz Allen Hamilton
BAH
$10.4B
| $4.17M | 0.53% |
38,816
+10,346
|
|
||
64
Oracle
ORCL
$542B
| $4.16M | 0.53% |
19,010
+192
|
|
||
65
Comfort Systems
FIX
$34.2B
| $4.13M | 0.52% |
7,918
+86
|
|
||
66
SPDR S&P 500 ETF Trust
SPY
$710B
| $4.12M | 0.52% |
6,665
+41
|
|
||
67
VanEck High Yield Muni ETF
HYD
$3.9B
| $3.95M | 0.5% |
78,924
+1,479
|
|
||
68
iShares MBS ETF
MBB
$39B
| $3.87M | 0.49% |
41,413
-1,051
|
|
||
69
Verisk Analytics
VRSK
$30.3B
| $3.86M | 0.49% |
+12,334
|
|
||
70
iShares National Muni Bond ETF
MUB
$41.5B
| $3.81M | 0.48% |
36,566
-122
|
|
||
71
iShares Floating Rate Bond ETF
FLOT
$8.97B
| $3.8M | 0.48% |
74,819
-4,426
|
|
||
72
GoDaddy
GDDY
$16.8B
| $3.78M | 0.48% |
+21,164
|
|
||
73
Vanguard Tax-Exempt Bond Index Fund
VTEB
$41.9B
| $3.61M | 0.46% |
73,842
+195
|
|
||
74
Blue Bird Corp
BLBD
$1.62B
| $3.5M | 0.44% |
79,194
-2,185
|
|
||
75
Intercontinental Exchange
ICE
$91.3B
| $3.4M | 0.43% |
18,720
+4,187
|
|