IWS

Insight Wealth Strategies Portfolio holdings

AUM $743M
AUM
$743M
AUM Growth
-$2.95M
Cap. Flow
+$28.3M
Cap. Flow %
3.81%
Top 10 Hldgs %
34.52%
Holding
166
New
14
Increased
92
Reduced
47
Closed
8

Top Buys

1
$22M
2
$20.8M
3
$20.5M
4
$13.4M
5
$10M

Top Sells

1
$25.3M
2
$23.5M
3
$21.5M
4
$19M
5
$10.5M

Sector Composition

1Technology10.19%
2Energy6.16%
3Financials5.59%
4Industrials4.64%
5Healthcare3.49%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$2.72M0.37%69,235
+2,439
+4%
+$95.7K
$2.7M0.36%11,655
+44
+0.4%
+$10.2K
$2.69M0.36%368,599
+73,947
+25%
+$541K
$2.69M0.36%19,527
-269
-1%
-$37.1K
$2.63M0.35%81,379
+21,769
+37%
+$705K
$2.63M0.35%18,818
+6,640
+55%
+$928K
$2.52M0.34%7,832 New
+$2.52M
$2.51M0.34%14,533
+3
+0%
+$518
$2.46M0.33%82,108
+31,024
+61%
+$929K
$2.45M0.33%11,253
+202
+2%
+$44K
$2.4M0.32%14,479
-623
-4%
-$103K
$2.36M0.32%9,994
+112
+1%
+$26.5K
$2.23M0.3%21,677 New
+$2.23M
$2.22M0.3%29,767
+621
+2%
+$46.4K
$2.21M0.3%12,323
+207
+2%
+$37.2K
$2.12M0.29%6,441
+29
+0.5%
+$9.56K
$1.97M0.27%9,324
+144
+2%
+$30.5K
$1.92M0.26%4,120
+55
+1%
+$25.6K
$1.89M0.25%21,549
-423
-2%
-$37.1K
$1.89M0.25%15,901
+189
+1%
+$22.5K
$1.89M0.25%4,020
-61
-1%
-$28.6K
$1.86M0.25%11,876
-993
-8%
-$155K
$1.81M0.24%14,634
+23
+0.2%
+$2.85K
$1.68M0.23%55,530
+26,980
+95%
+$816K
$1.49M0.2%32,793
+59
+0.2%
+$2.67K
1 234567