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
$376M
AUM Growth
-$96.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
206
New
Increased
Reduced
Closed

Top Buys

1
+$27.1M
2
+$24.6M
3
+$22.9M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$22.2M
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$19M

Top Sells

1
+$23.7M
2
+$20.2M
3
+$17.6M
4
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$16.2M
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$13.5M

Sector Composition

1 Energy 5.51%
2 Technology 4.66%
3 Consumer Discretionary 1.75%
4 Communication Services 1.46%
5 Healthcare 1.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$477K 0.13%
+18,521
77
$475K 0.13%
12,534
-2,121
78
$473K 0.13%
2,586
+814
79
$469K 0.12%
1,638
-2,520
80
$468K 0.12%
9,788
+36
81
$459K 0.12%
10,082
-14,710
82
$459K 0.12%
19,370
-29,030
83
$454K 0.12%
7,529
+489
84
$452K 0.12%
4,105
+318
85
$443K 0.12%
+5,515
86
$434K 0.12%
4,978
-201,656
87
$431K 0.11%
4,788
-2,878
88
$420K 0.11%
31,921
+3,163
89
$419K 0.11%
12,176
-8,189
90
$406K 0.11%
9,279
+836
91
$403K 0.11%
4,170
-2,605
92
$401K 0.11%
5,550
+796
93
$390K 0.1%
7,177
-2,665
94
$389K 0.1%
3,194
-5,948
95
$384K 0.1%
3,332
-7,079
96
$380K 0.1%
3,685
+316
97
$379K 0.1%
7,499
+504
98
$375K 0.1%
7,010
-223
99
$369K 0.1%
3,966
-3,565
100
$363K 0.1%
7,299
-998
2 3
4
5 6