IWS

Insight Wealth Strategies Portfolio holdings

AUM $896M
1-Year Est. Return 24.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$849M
AUM Growth
+$57.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$18.9M
2
+$16.1M
3
+$11.8M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$11.4M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$6.89M

Top Sells

1
+$21.9M
2
+$12.1M
3
+$8.81M
4
BKLN icon
Invesco Senior Loan ETF
BKLN
+$6.59M
5
HEZU icon
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
$5.01M 0.59%
+15,220
52
$4.98M 0.59%
+72,814
53
$4.91M 0.58%
+36,673
54
$4.91M 0.58%
10,732
+158
55
$4.83M 0.57%
48,360
+9,544
56
$4.8M 0.57%
+57,219
57
$4.79M 0.56%
10,059
+117
58
$4.78M 0.56%
+64,249
59
$4.77M 0.56%
6,175
+314
60
$4.76M 0.56%
+28,616
61
$4.75M 0.56%
29,795
+3,631
62
$4.74M 0.56%
4,978
+588
63
$4.48M 0.53%
19,076
+383
64
$4.41M 0.52%
6,620
-45
65
$4.38M 0.52%
44,566
+416
66
$4.35M 0.51%
75,589
-3,605
67
$4.24M 0.5%
58,643
-7,577
68
$4.16M 0.49%
6,092
+2,801
69
$4.09M 0.48%
+7,278
70
$4.05M 0.48%
19,716
+183
71
$4.02M 0.47%
79,022
+98
72
$3.92M 0.46%
41,244
-169
73
$3.88M 0.46%
36,396
-170
74
$3.85M 0.45%
79,424
+2,453
75
$3.83M 0.45%
633,213
+4,966
1 2
3
4 5