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
$702M
AUM Growth
-$9.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
195
New
Increased
Reduced
Closed

Top Buys

1
+$14.1M
2
+$9.69M
3
+$4.7M
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$1.84M
5
SPSC icon
SPS Commerce
SPSC
+$1.5M

Top Sells

1
+$19M
2
+$5.25M
3
+$4.55M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$4.45M
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$4.34M

Sector Composition

1 Technology 8.92%
2 Energy 4.85%
3 Consumer Discretionary 3.13%
4 Financials 2.78%
5 Healthcare 2.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.46M 0.21%
13,468
+1,790
77
$1.45M 0.21%
17,815
+704
78
$1.44M 0.2%
4,918
+779
79
$1.38M 0.2%
17,952
+3,020
80
$1.37M 0.2%
8,677
+1,343
81
$1.37M 0.2%
20,490
+1,326
82
$1.35M 0.19%
10,148
+1,569
83
$1.33M 0.19%
12,985
+2,338
84
$1.31M 0.19%
16,540
+1,106
85
$1.3M 0.19%
11,941
+3,346
86
$1.28M 0.18%
7,845
+1,172
87
$1.23M 0.17%
26,410
+4,204
88
$1.21M 0.17%
3,483
+464
89
$1.18M 0.17%
2,547
+296
90
$1.17M 0.17%
22,648
+3,284
91
$1.16M 0.17%
16,442
-489
92
$1.16M 0.17%
2,642
-8
93
$1.14M 0.16%
25,689
-127
94
$1.12M 0.16%
5,119
+981
95
$1.06M 0.15%
5,100
+903
96
$1.03M 0.15%
1,613
+35
97
$1.01M 0.14%
22,853
+4,748
98
$961K 0.14%
13,915
+2,889
99
$957K 0.14%
7,256
+301
100
$952K 0.14%
16,815
+2,075
2 3
4
5 6