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
$449M
AUM Growth
+$73.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
183
New
Increased
Reduced
Closed

Top Buys

1
+$3.41M
2
+$2.23M
3
+$2.16M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$2.02M
5
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$1.96M

Top Sells

1
+$2.68M
2
+$1.17M
3
+$1.07M
4
AAPL icon
Apple
AAPL
+$890K
5
UNH icon
UnitedHealth
UNH
+$842K

Sector Composition

1 Technology 6.24%
2 Energy 5.6%
3 Consumer Discretionary 2.2%
4 Communication Services 1.99%
5 Financials 1.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$571K 0.13%
1,937
-2,856
77
$568K 0.13%
3,392
-140
78
$561K 0.12%
14,401
+2,225
79
$543K 0.12%
+5,951
80
$542K 0.12%
11,612
+6,401
81
$542K 0.12%
9,020
+144
82
$526K 0.12%
5,635
+120
83
$518K 0.12%
+1,172
84
$506K 0.11%
8,751
+1,522
85
$503K 0.11%
4,203
+98
86
$501K 0.11%
19,952
-21,223
87
$494K 0.11%
6,957
-220
88
$491K 0.11%
1,592
-1,103
89
$481K 0.11%
7,698
+169
90
$480K 0.11%
4,308
+138
91
$463K 0.1%
32,807
+886
92
$461K 0.1%
5,676
+126
93
$450K 0.1%
4,783
-5
94
$438K 0.1%
7,201
+191
95
$438K 0.1%
5,787
+155
96
$430K 0.1%
3,748
+63
97
$423K 0.09%
2,367
-219
98
$422K 0.09%
7,689
+190
99
$402K 0.09%
9,579
+300
100
$401K 0.09%
2,965
+13
2 3
4
5 6