IWS

Insight Wealth Strategies Portfolio holdings

AUM $849M
1-Year Est. Return 15.85%
This Quarter Est. Return
1 Year Est. Return
+15.85%
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
+$19M
2
+$16.6M
3
+$11.8M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$11.7M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$7.28M

Top Sells

1
+$21.9M
2
+$12.4M
3
+$9.13M
4
STX icon
Seagate
STX
+$6.79M
5
HEZU icon
iShares Currency Hedged MSCI Eurozone ETF
HEZU
+$6.7M

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
FLOT icon
76
iShares Floating Rate Bond ETF
FLOT
$8.98B
$3.82M 0.45%
74,738
-81
FTNT icon
77
Fortinet
FTNT
$63.7B
$3.62M 0.43%
43,028
+757
VTEB icon
78
Vanguard Tax-Exempt Bond Index Fund
VTEB
$39.8B
$3.61M 0.43%
72,179
-1,663
ACN icon
79
Accenture
ACN
$145B
$3.58M 0.42%
14,526
+595
VRSK icon
80
Verisk Analytics
VRSK
$32B
$3.52M 0.42%
14,010
+1,676
AMD icon
81
Advanced Micro Devices
AMD
$381B
$3.51M 0.41%
21,674
+6
GDDY icon
82
GoDaddy
GDDY
$17.7B
$3.46M 0.41%
25,271
+4,107
JPM icon
83
JPMorgan Chase
JPM
$813B
$3.34M 0.39%
10,591
-13
IEF icon
84
iShares 7-10 Year Treasury Bond ETF
IEF
$39B
$3.16M 0.37%
32,796
-269
IBKR icon
85
Interactive Brokers
IBKR
$30.5B
$2.94M 0.35%
42,774
-3,499
GOOG icon
86
Alphabet (Google) Class C
GOOG
$3.05T
$2.93M 0.35%
12,047
+51
EMB icon
87
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.9B
$2.83M 0.33%
29,750
-2,406
JNK icon
88
SPDR Bloomberg High Yield Bond ETF
JNK
$8.14B
$2.77M 0.33%
28,311
-2,033
SM icon
89
SM Energy
SM
$2.5B
$2.7M 0.32%
108,074
+693
WM icon
90
Waste Management
WM
$85.9B
$2.67M 0.31%
12,070
+1,482
ORI icon
91
Old Republic International
ORI
$10.2B
$2.57M 0.3%
60,542
+2,028
CAH icon
92
Cardinal Health
CAH
$36.4B
$2.56M 0.3%
16,296
+376
QQQ icon
93
Invesco QQQ Trust
QQQ
$381B
$2.46M 0.29%
4,097
+93
HIG icon
94
Hartford Financial Services
HIG
$34.9B
$2.39M 0.28%
17,947
+1,147
WMT icon
95
Walmart
WMT
$849B
$1.95M 0.23%
18,910
+349
NTSX icon
96
WisdomTree US Efficient Core Fund
NTSX
$1.26B
$1.81M 0.21%
33,552
+2,459
XOM icon
97
Exxon Mobil
XOM
$472B
$1.79M 0.21%
15,868
+107
MTUM icon
98
iShares MSCI USA Momentum Factor ETF
MTUM
$19.2B
$1.46M 0.17%
5,689
-101
FMB icon
99
First Trust Managed Municipal ETF
FMB
$1.92B
$1.23M 0.14%
24,209
-338
TSLA icon
100
Tesla
TSLA
$1.43T
$1.2M 0.14%
2,709
-48
2 3
4
5 6