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
$539M
AUM Growth
+$89.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$10.9M
3
+$5.25M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$4.8M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$4.22M

Top Sells

1
+$7.55M
2
+$6.4M
3
+$3.2M
4
MBB icon
iShares MBS ETF
MBB
+$2.84M
5
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$2.58M

Sector Composition

1 Technology 7.97%
2 Energy 3.9%
3 Consumer Discretionary 2.26%
4 Financials 2.08%
5 Communication Services 1.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$707K 0.13%
+7,871
77
$706K 0.13%
10,776
+4,792
78
$700K 0.13%
17,590
-991
79
$693K 0.13%
5,586
+1,278
80
$692K 0.13%
11,485
+253
81
$687K 0.13%
9,904
+884
82
$679K 0.13%
2,177
+240
83
$677K 0.13%
2,877
+1,153
84
$675K 0.13%
5,737
-214
85
$617K 0.11%
2,870
+936
86
$611K 0.11%
5,174
-6,320
87
$611K 0.11%
1,824
+232
88
$601K 0.11%
11,169
+59
89
$597K 0.11%
1,824
+503
90
$585K 0.11%
11,677
+39
91
$552K 0.1%
2,517
+360
92
$548K 0.1%
+4,949
93
$546K 0.1%
+5,250
94
$539K 0.1%
6,610
-1,161
95
$534K 0.1%
5,058
+2,559
96
$530K 0.1%
2,487
+120
97
$526K 0.1%
8,267
+1,066
98
$513K 0.1%
9,907
+154
99
$508K 0.09%
3,654
-549
100
$499K 0.09%
2,999
-393
2 3
4
5 6