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
$409M
AUM Growth
+$51.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$18.2M
2
+$14.6M
3
+$12.1M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$6.81M
5
FTCS icon
First Trust Capital Strength ETF
FTCS
+$6.19M

Top Sells

1
+$11.4M
2
+$10.7M
3
+$8.12M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$7.5M
5
FPX icon
First Trust US Equity Opportunities ETF
FPX
+$5.61M

Sector Composition

1 Technology 9%
2 Energy 6.73%
3 Consumer Discretionary 3.95%
4 Healthcare 3.09%
5 Financials 2.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$851K 0.21%
+21,673
77
$792K 0.19%
4,080
+27
78
$775K 0.19%
+13,038
79
$771K 0.19%
15,052
+172
80
$739K 0.18%
14,515
+1,622
81
$731K 0.18%
2,493
-696
82
$712K 0.17%
3,421
-6,428
83
$705K 0.17%
10,840
+130
84
$696K 0.17%
8,705
+153
85
$657K 0.16%
+2,401
86
$654K 0.16%
+21,536
87
$648K 0.16%
12,603
-24,448
88
$646K 0.16%
+3,142
89
$619K 0.15%
7,145
+14
90
$614K 0.15%
5,045
+38
91
$606K 0.15%
9,079
+76
92
$579K 0.14%
15,159
-19,193
93
$549K 0.13%
4,447
-16
94
$546K 0.13%
3,294
+816
95
$546K 0.13%
6,270
+373
96
$541K 0.13%
+7,467
97
$539K 0.13%
10,522
-1,054
98
$537K 0.13%
4,221
+193
99
$536K 0.13%
130,520
+30,600
100
$535K 0.13%
12,648
+82
2 3
4
5 6