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
$358M
AUM Growth
+$31.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$19.2M
2
+$19.1M
3
+$5.61M
4
SPGP icon
Invesco S&P 500 GARP ETF
SPGP
+$2.63M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.92M

Top Sells

1
+$18.1M
2
+$17.5M
3
+$15.2M
4
FTCS icon
First Trust Capital Strength ETF
FTCS
+$4.87M
5
CVX icon
Chevron
CVX
+$1.99M

Sector Composition

1 Energy 7.84%
2 Technology 6.66%
3 Consumer Discretionary 3.75%
4 Healthcare 3.45%
5 Financials 2.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$684K 0.19%
+3,470
77
$679K 0.19%
8,552
+984
78
$675K 0.19%
+11,106
79
$673K 0.19%
2,729
+143
80
$670K 0.19%
10,710
+133
81
$667K 0.19%
4,053
+50
82
$659K 0.18%
10,495
+5,085
83
$616K 0.17%
9,003
+1,118
84
$608K 0.17%
5,007
+149
85
$604K 0.17%
12,893
+2,678
86
$591K 0.17%
5,322
+560
87
$584K 0.16%
3,727
-85
88
$577K 0.16%
11,576
-473
89
$572K 0.16%
7,131
+166
90
$503K 0.14%
+5,897
91
$502K 0.14%
12,566
+378
92
$497K 0.14%
+4,028
93
$496K 0.14%
13,920
+934
94
$488K 0.14%
4,463
+151
95
$482K 0.13%
11,167
-237
96
$478K 0.13%
4,210
+74
97
$472K 0.13%
+8,922
98
$470K 0.13%
2,846
+41
99
$456K 0.13%
7,676
+162
100
$449K 0.13%
99,920
-1,560
2 3
4
5 6