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
$746M
AUM Growth
+$157M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
239
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$11.6M
3
+$11.4M
4
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$10.9M
5
IQLT icon
iShares MSCI Intl Quality Factor ETF
IQLT
+$10.1M

Top Sells

1
+$3.43M
2
+$3.22M
3
+$2.93M
4
IGLB icon
iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB
+$2.84M
5
MIME
Mimecast Limited
MIME
+$1.9M

Sector Composition

1 Technology 8.62%
2 Energy 5.03%
3 Consumer Discretionary 2.8%
4 Financials 2.75%
5 Communication Services 2.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.48M 0.2%
28,103
+11,347
77
$1.41M 0.19%
17,929
+1,766
78
$1.38M 0.18%
16,770
+2,230
79
$1.37M 0.18%
3,658
+309
80
$1.37M 0.18%
18,587
+9,325
81
$1.34M 0.18%
20,537
-7,641
82
$1.34M 0.18%
10,710
+5,218
83
$1.33M 0.18%
20,753
+4,082
84
$1.26M 0.17%
5,621
+2,801
85
$1.25M 0.17%
9,681
+5,229
86
$1.23M 0.17%
30,316
+16,618
87
$1.19M 0.16%
26,316
+7,809
88
$1.16M 0.16%
+21,955
89
$1.15M 0.15%
8,700
+3,970
90
$1.13M 0.15%
7,953
+4,093
91
$1.12M 0.15%
30,077
-8,014
92
$1.11M 0.15%
3,317
+327
93
$1.11M 0.15%
16,671
+7,633
94
$1.11M 0.15%
5,038
+2,965
95
$1.11M 0.15%
7,893
+4,490
96
$1.11M 0.15%
14,585
-4,233
97
$1.1M 0.15%
22,684
-1,769
98
$1.1M 0.15%
1,869
+192
99
$1.06M 0.14%
30,644
+19,008
100
$1.02M 0.14%
4,257
+2,888
2 3
4
5 6