IWS
Insight Wealth Strategies Portfolio holdings
AUM
$872M
1-Year Est. Return
20.16%
This Fund
S&P 500
1 Year Est. Return
+20.16%
AUM
$849M
AUM Growth
+$57.1M
(+7.2%)
Holding
187
Top Buys
| 1 | +$18.9M | |
| 2 | +$16.1M | |
| 3 | +$11.8M | |
| 4 |
State Street Health Care Select Sector SPDR ETF
XLV
|
+$11.4M |
| 5 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$6.89M |
Top Sells
| 1 | +$21.9M | |
| 2 | +$12.1M | |
| 3 | +$8.81M | |
| 4 |
Invesco Senior Loan ETF
BKLN
|
+$6.59M |
| 5 |
iShares Currency Hedged MSCI Eurozone ETF
HEZU
|
+$6.5M |
Sector Composition
| 1 | Technology | 14.62% |
| 2 | Energy | 6.3% |
| 3 | Industrials | 4.79% |
| 4 | Healthcare | 3.8% |
| 5 | Financials | 3.66% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Constellation Energy
CEG
$119B
| $5.01M | 0.59% |
+15,220
|
|
||
52
Weatherford International
WFRD
$7.56B
| $4.98M | 0.59% |
+72,814
|
|
||
53
Abbott
ABT
$202B
| $4.91M | 0.58% |
+36,673
|
|
||
54
Motorola Solutions
MSI
$79.9B
| $4.91M | 0.58% |
10,732
+158
|
|
||
55
Booz Allen Hamilton
BAH
$9.51B
| $4.83M | 0.57% |
48,360
+9,544
|
|
||
56
Merck
MRK
$306B
| $4.8M | 0.57% |
+57,219
|
|
||
57
Moody's
MCO
$84.7B
| $4.79M | 0.56% |
10,059
+117
|
|
||
58
Stanley Black & Decker
SWK
$13.4B
| $4.78M | 0.56% |
+64,249
|
|
||
59
McKesson
MCK
$121B
| $4.77M | 0.56% |
6,175
+314
|
|
||
60
Qualcomm
QCOM
$152B
| $4.76M | 0.56% |
+28,616
|
|
||
61
CDW
CDW
$16B
| $4.75M | 0.56% |
29,795
+3,631
|
|
||
62
W.W. Grainger
GWW
$54.2B
| $4.74M | 0.56% |
4,978
+588
|
|
||
63
Cheniere Energy
LNG
$50.7B
| $4.48M | 0.53% |
19,076
+383
|
|
||
64
State Street SPDR S&P 500 ETF Trust
SPY
$699B
| $4.41M | 0.52% |
6,620
-45
|
|
||
65
PACCAR
PCAR
$66.3B
| $4.38M | 0.52% |
44,566
+416
|
|
||
66
Blue Bird Corp
BLBD
$1.84B
| $4.35M | 0.51% |
75,589
-3,605
|
|
||
|
XYZ
67
Block Inc
XYZ
$38.7B
| $4.24M | 0.5% |
58,643
-7,577
|
|
||
68
Intuit
INTU
$114B
| $4.16M | 0.49% |
6,092
+2,801
|
|
||
69
Regeneron Pharmaceuticals
REGN
$82.6B
| $4.09M | 0.48% |
+7,278
|
|
||
70
Cintas
CTAS
$80.4B
| $4.05M | 0.48% |
19,716
+183
|
|
||
71
VanEck High Yield Muni ETF
HYD
$4.27B
| $4.02M | 0.47% |
79,022
+98
|
|
||
72
iShares MBS ETF
MBB
$39.8B
| $3.92M | 0.46% |
41,244
-169
|
|
||
73
iShares National Muni Bond ETF
MUB
$43.1B
| $3.88M | 0.46% |
36,396
-170
|
|
||
74
Dynatrace
DT
$10.7B
| $3.85M | 0.45% |
79,424
+2,453
|
|
||
75
Payoneer
PAYO
$1.54B
| $3.83M | 0.45% |
633,213
+4,966
|
|