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
$678M
AUM Growth
-$23.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$6.07M
3
+$4.83M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$4.77M
5
BKLN icon
Invesco Senior Loan ETF
BKLN
+$4.4M

Top Sells

1
+$12.8M
2
+$12.7M
3
+$11.1M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$4.17M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$4.13M

Sector Composition

1 Technology 9.48%
2 Energy 5.57%
3 Financials 3.36%
4 Consumer Discretionary 3.04%
5 Healthcare 2.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.47M 0.22%
4,919
+686
77
$1.47M 0.22%
31,994
-4,648
78
$1.46M 0.21%
2,612
+101
79
$1.45M 0.21%
11,026
+504
80
$1.43M 0.21%
14,231
+2,290
81
$1.42M 0.21%
+55,010
82
$1.42M 0.21%
10,392
+1,715
83
$1.41M 0.21%
+21,561
84
$1.38M 0.2%
2,816
+269
85
$1.38M 0.2%
2,517
+296
86
$1.35M 0.2%
27,157
+4,509
87
$1.34M 0.2%
51,309
+3,231
88
$1.29M 0.19%
27,530
+4,677
89
$1.28M 0.19%
4,016
+533
90
$1.27M 0.19%
2,804
+1,470
91
$1.23M 0.18%
2,743
+283
92
$1.21M 0.18%
3,719
+389
93
$1.21M 0.18%
16,249
+2,781
94
$1.2M 0.18%
6,187
+1,087
95
$1.18M 0.17%
17,736
+1,196
96
$1.15M 0.17%
13,970
+10,598
97
$1.14M 0.17%
15,920
+2,005
98
$1.14M 0.17%
32,718
+6,308
99
$1.11M 0.16%
27,414
+1,725
100
$1.09M 0.16%
22,017
+3,177
2 3
4
5 6