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
$711M
AUM Growth
+$7.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1
+$4.49M
2
+$4.45M
3
+$2.13M
4
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$2M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.36M

Top Sells

1
+$4.37M
2
+$4.19M
3
+$2.84M
4
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$1.34M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.33M

Sector Composition

1 Technology 7.66%
2 Energy 4.79%
3 Consumer Discretionary 2.69%
4 Financials 2.55%
5 Healthcare 1.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.33M 0.19%
7,887
+441
77
$1.33M 0.19%
15,434
+696
78
$1.31M 0.18%
35,145
-310
79
$1.29M 0.18%
8,546
+490
80
$1.28M 0.18%
19,164
+9,746
81
$1.27M 0.18%
3,875
+148
82
$1.25M 0.18%
8,380
+431
83
$1.2M 0.17%
7,334
+444
84
$1.17M 0.16%
22,326
+1,301
85
$1.15M 0.16%
4,774
+255
86
$1.12M 0.16%
14,932
+1,113
87
$1.12M 0.16%
43,968
-640
88
$1.12M 0.16%
6,673
+253
89
$1.11M 0.16%
31,228
+1,752
90
$1.1M 0.15%
4,139
+93
91
$1.08M 0.15%
22,206
+1,037
92
$1.05M 0.15%
25,816
-1,003
93
$1.05M 0.15%
8,595
+657
94
$1.04M 0.15%
13,388
-348
95
$1.03M 0.15%
19,364
+1,265
96
$1.03M 0.14%
7,979
+502
97
$1.03M 0.14%
2,393
+89
98
$1.02M 0.14%
8,579
+568
99
$1.02M 0.14%
5,184
+360
100
$1M 0.14%
17,111
-313
2 3
4
5 6