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
$426M
AUM Growth
+$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1
+$18.1M
2
+$13.3M
3
+$4.61M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$3.48M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$3.01M

Top Sells

1
+$20.9M
2
+$17.7M
3
+$14.3M
4
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$12.1M
5
SPGP icon
Invesco S&P 500 GARP ETF
SPGP
+$2.49M

Sector Composition

1 Technology 10.51%
2 Energy 7.22%
3 Consumer Discretionary 3.89%
4 Financials 3.37%
5 Healthcare 3.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$889K 0.21%
17,658
-240,426
77
$880K 0.21%
6,752
+313
78
$878K 0.21%
+22,710
79
$868K 0.2%
10,802
+2,097
80
$865K 0.2%
+19,996
81
$830K 0.19%
3,578
+157
82
$810K 0.19%
7,577
+432
83
$792K 0.19%
7,887
-207,987
84
$774K 0.18%
2,609
+116
85
$773K 0.18%
6,483
+3,820
86
$764K 0.18%
11,852
-1,729
87
$758K 0.18%
27,173
-22,584
88
$739K 0.17%
15,067
+2,464
89
$738K 0.17%
25,468
+3,932
90
$732K 0.17%
18,801
+5,624
91
$729K 0.17%
12,993
-45
92
$714K 0.17%
+1,372
93
$713K 0.17%
2,388
+1,449
94
$692K 0.16%
8,092
+1,326
95
$652K 0.15%
149,840
+19,320
96
$644K 0.15%
5,446
+401
97
$641K 0.15%
3,799
+505
98
$613K 0.14%
3,608
+466
99
$599K 0.14%
11,454
+932
100
$582K 0.14%
2,712
-1,611
2 3
4
5 6