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
$326M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$25.5M
2
+$20.6M
3
+$20.5M
4
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$20.1M
5
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$19.6M

Top Sells

No sells this quarter

Sector Composition

1 Energy 8.36%
2 Technology 5.89%
3 Healthcare 3.69%
4 Consumer Discretionary 2.98%
5 Financials 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$616K 0.19%
+10,577
77
$606K 0.19%
+8,176
78
$581K 0.18%
+12,049
79
$552K 0.17%
+7,568
80
$544K 0.17%
+5,572
81
$537K 0.16%
+1,839
82
$522K 0.16%
+4,762
83
$516K 0.16%
+1,802
84
$490K 0.15%
+7,816
85
$485K 0.15%
+4,858
86
$484K 0.15%
+10,215
87
$471K 0.14%
+7,885
88
$470K 0.14%
+7,968
89
$464K 0.14%
+20,700
90
$460K 0.14%
+2,586
91
$460K 0.14%
+6,965
92
$451K 0.14%
+3,642
93
$447K 0.14%
+11,404
94
$435K 0.13%
+6,496
95
$433K 0.13%
+29,922
96
$422K 0.13%
+4,642
97
$417K 0.13%
+2,805
98
$415K 0.13%
+12,188
99
$411K 0.13%
+4,312
100
$391K 0.12%
+7,514
2 3
4
5 6