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
$704M
AUM Growth
-$42.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
242
New
Increased
Reduced
Closed

Top Buys

1
+$3.3M
2
+$1.38M
3
+$1.14M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$1.14M
5
CMI icon
Cummins
CMI
+$930K

Top Sells

1
+$3.38M
2
+$3.07M
3
+$2.9M
4
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$2.89M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$2.83M

Sector Composition

1 Technology 7.42%
2 Energy 4.89%
3 Consumer Discretionary 2.52%
4 Financials 2.51%
5 Industrials 1.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.22M 0.17%
14,738
-2,032
77
$1.19M 0.17%
3,727
-1,709
78
$1.18M 0.17%
8,056
+103
79
$1.14M 0.16%
+11,218
80
$1.14M 0.16%
44,608
+9,950
81
$1.14M 0.16%
21,025
-7,078
82
$1.13M 0.16%
7,938
+45
83
$1.11M 0.16%
7,949
-2,761
84
$1.1M 0.16%
29,476
-1,168
85
$1.09M 0.16%
17,424
-5,260
86
$1.09M 0.16%
4,046
-211
87
$1.09M 0.15%
26,819
-3,258
88
$1.08M 0.15%
13,736
-849
89
$1.07M 0.15%
13,819
-4,768
90
$1.07M 0.15%
6,890
-3,862
91
$1.07M 0.15%
7,477
-1,223
92
$1.06M 0.15%
4,824
-214
93
$1.06M 0.15%
6,420
-231
94
$1.04M 0.15%
4,519
-1,102
95
$1.04M 0.15%
14,324
-6,213
96
$1.03M 0.15%
21,169
-1,179
97
$1.02M 0.14%
2,890
-768
98
$1.02M 0.14%
18,099
+9,731
99
$995K 0.14%
11,005
-362
100
$991K 0.14%
1,531
-338
2 3
4
5 6