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IWS

Insight Wealth Strategies Portfolio holdings

AUM $1.02B
1-Year Est. Return 38%
This Fund
S&P 500
This Quarter Est. Return
+3.46%
1 Year Est. Return
+38%
3 Year Est. Return
+79.51%
5 Year Est. Return
+75.24%
10 Year Est. Return
–
AUM
$896M
AUM Growth
+$23.6M
Cap. Flow
+$9.83M
Cap. Flow %
1.1%
Top 10 Hldgs %
29.71%
Holding
188
New
17
Increased
102
Reduced
51
Closed
11

Top Buys

Rank Stock Value
1
VPLS
Vanguard Core Plus Bond ETF
VPLS
+$26.8M
2
VLUE icon
iShares MSCI USA Value Factor ETF
VLUE
+$22.5M
3
PGHY icon
Invesco Global ex-US High Yield Corporate Bond ETF
PGHY
+$16.5M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$12.2M
5
IHE icon
iShares US Pharmaceuticals ETF
IHE
+$10.4M

Top Sells

Rank Stock Value
1
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$25.7M
2
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$13.2M
3
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$12.8M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$11M
5
TFLR icon
T. Rowe Price Floating Rate ETF
TFLR
+$10.6M

Sector Composition

Rank Sector Weight
1 Technology 12.53%
2 Energy 7.04%
3 Healthcare 5.9%
4 Industrials 4.34%
5 Financials 2.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
COR icon
51
Cencora
COR
$61.2B
$5.55M 0.62%
17,671
+199
+1% +$69.5K
CEG icon
52
Constellation Energy
CEG
$95.6B
$5.48M 0.61%
19,633
+3,909
+25% +$1.19M
ABT icon
53
Abbott
ABT
$187B
$5.44M 0.61%
52,944
+15,014
+40% +$1.7M
BIIB icon
54
Biogen
BIIB
$30.7B
$5.38M 0.6%
29,346
+386
+1% +$71.1K
LQDA icon
55
Liquidia Corp
LQDA
$8.02B
$5.37M 0.6%
142,402
+584
+0.4% +$21.7K
NVDA icon
56
NVIDIA
NVDA
$5.42T
$5.34M 0.6%
30,602
+1,065
+4% +$195K
REGN icon
57
Regeneron Pharmaceuticals
REGN
$80.8B
$5.32M 0.59%
6,884
-612
-8% -$469K
HD icon
58
Home Depot
HD
$355B
$5.25M 0.59%
15,965
+2,728
+21% +$994K
HII icon
59
Huntington Ingalls Industries
HII
$12.8B
$5.02M 0.56%
+13,223
New +$5.45M
SWK icon
60
Stanley Black & Decker
SWK
$15.7B
$4.97M 0.55%
69,926
+2,131
+3% +$171K
MCK icon
61
McKesson
MCK
$101B
$4.95M 0.55%
5,725
-26
-0.5% -$23.2K
XPRO icon
62
Expro Ltd
XPRO
$1.91B
$4.71M 0.53%
270,449
+2,971
+1% +$48.8K
VISN
63
Vistance Networks Inc
VISN
$2.52B
$4.51M 0.5%
247,626
+4,065
+2% +$74.1K
FTNT icon
64
Fortinet
FTNT
$117B
$4.49M 0.5%
54,886
-1,241
-2% -$100K
SPY icon
65
State Street SPDR S&P 500 ETF Trust
SPY
$823B
$4.39M 0.49%
6,753
+86
+1% +$58.5K
HYD icon
66
VanEck High Yield Muni ETF
HYD
$4.45B
$4.33M 0.48%
86,454
+19,072
+28% +$972K
LDOS icon
67
Leidos
LDOS
$17.3B
$4.29M 0.48%
27,555
+380
+1% +$68.2K
MBB icon
68
iShares MBS ETF
MBB
$39.1B
$4.24M 0.47%
44,638
+3,021
+7% +$289K
MUB icon
69
iShares National Muni Bond ETF
MUB
$45.5B
$4.19M 0.47%
39,438
+2,169
+6% +$233K
FLOT icon
70
iShares Floating Rate Bond ETF
FLOT
$10.3B
$4.09M 0.46%
80,365
+791
+1% +$40.3K
VRSK icon
71
Verisk Analytics
VRSK
$25B
$4.07M 0.45%
21,423
+522
+2% +$106K
KR icon
72
Kroger
KR
$34.8B
$4.06M 0.45%
56,125
+1,575
+3% +$107K
XYZ
73
Block Inc
XYZ
$47.5B
$4.03M 0.45%
67,044
+1,114
+2% +$67.7K
PLTR icon
74
Palantir
PLTR
$413B
$4.02M 0.45%
27,458
+376
+1% +$57.5K
CNC icon
75
Centene
CNC
$32.5B
$4M 0.45%
122,138
+579
+0.5% +$23.7K
1 2
3
4 5

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Insight Wealth Strategies's Q1 2026 Portfolio in Review

As of Q1 2026, Insight Wealth Strategies held 188 positions worth $896M, up 2.7% from $872M the previous quarter. Its ten largest holdings account for 30% of the portfolio.

Insight Wealth Strategies's Q1 2026 filing shows 17 new, 102 increased, 51 reduced and 11 closed positions. Its largest new stake was Vanguard Core Plus Bond ETF: 343,106 shares worth $26.6M. The largest sale was iShares 20+ Year Treasury Bond ETF, an estimated $25.7M.

By sector, the portfolio is most concentrated in Technology at 13% of assets, down from 14% a quarter earlier, followed by Energy and Healthcare.

  • Insight Wealth Strategies's largest Q1 2026 buy was Vanguard Core Plus Bond ETF: 343,106 shares worth $26.6M.
  • Insight Wealth Strategies added most to iShares MSCI USA Value Factor ETF in Q1 2026, an estimated $22.5M increase.
  • Insight Wealth Strategies's biggest Q1 2026 reduction was iShares 20+ Year Treasury Bond ETF, cutting an estimated $25.7M.
  • Insight Wealth Strategies fully exited State Street Communication Services Select Sector SPDR ETF in Q1 2026, selling an estimated $12.8M.
  • Insight Wealth Strategies's ten largest holdings make up 30% of its $896M portfolio in Q1 2026.
  • Insight Wealth Strategies opened 17 new positions and closed 11 in Q1 2026.
  • Insight Wealth Strategies's portfolio value rose 2.7% quarter-over-quarter to $896M.

Based on Insight Wealth Strategies's 13F filing for Q1 2026, filed 10 Apr 2026.