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
$589M
AUM Growth
+$50.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
229
New
Increased
Reduced
Closed

Top Buys

1
+$4.66M
2
+$3.4M
3
+$1.8M
4
PAGS icon
PagSeguro Digital
PAGS
+$1.76M
5
PAYC icon
Paycom
PAYC
+$1.65M

Top Sells

1
+$5.26M
2
+$4.57M
3
+$4.09M
4
BKLN icon
Invesco Senior Loan ETF
BKLN
+$3.36M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$2.73M

Sector Composition

1 Technology 9.33%
2 Energy 4.49%
3 Consumer Discretionary 2.53%
4 Financials 2.36%
5 Communication Services 2.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$921K 0.16%
1,724
-100
77
$919K 0.16%
16,756
-516
78
$902K 0.15%
11,075
+299
79
$901K 0.15%
3,349
+112
80
$889K 0.15%
18,507
+429
81
$869K 0.15%
3,270
+33
82
$854K 0.14%
5,429
+283
83
$849K 0.14%
2,990
+113
84
$843K 0.14%
10,926
+1,022
85
$840K 0.14%
3,075
+285
86
$833K 0.14%
+12,932
87
$820K 0.14%
2,338
+161
88
$805K 0.14%
15,842
+7,175
89
$798K 0.14%
11,546
+61
90
$794K 0.13%
9,198
-1,832
91
$791K 0.13%
1,195
+54
92
$762K 0.13%
5,041
+92
93
$731K 0.12%
1,956
+132
94
$723K 0.12%
9,262
+56
95
$720K 0.12%
4,730
-1,007
96
$706K 0.12%
+25,930
97
$705K 0.12%
2,944
+74
98
$687K 0.12%
15,324
-2,266
99
$679K 0.12%
5,492
+434
100
$654K 0.11%
7,890
+5,033
2 3
4
5 6