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
$538M
AUM Growth
-$140M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$3.41M
2
+$3.33M
3
+$3.05M
4
GILD icon
Gilead Sciences
GILD
+$1.54M
5
CVS icon
CVS Health
CVS
+$1.45M

Top Sells

1
+$22.9M
2
+$17.1M
3
+$8.57M
4
CVX icon
Chevron
CVX
+$3.02M
5
QLYS icon
Qualys
QLYS
+$2.31M

Sector Composition

1 Technology 8.76%
2 Energy 6.22%
3 Financials 3.66%
4 Healthcare 3.64%
5 Consumer Discretionary 3.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.29M 0.24%
21,142
+76
77
$1.27M 0.24%
2,624
-192
78
$1.27M 0.24%
2,646
-97
79
$1.26M 0.23%
18,059
+73
80
$1.26M 0.23%
+12,518
81
$1.25M 0.23%
8,993
+16
82
$1.24M 0.23%
+13,755
83
$1.23M 0.23%
10,849
-177
84
$1.21M 0.23%
23,848
+2,287
85
$1.21M 0.22%
2,540
-72
86
$1.2M 0.22%
30,134
+2,604
87
$1.19M 0.22%
4,151
+135
88
$1.19M 0.22%
6,852
+665
89
$1.19M 0.22%
43,029
+10,311
90
$1.15M 0.21%
30,822
+3,665
91
$1.09M 0.2%
14,248
-569
92
$1.06M 0.2%
17,539
-197
93
$1.06M 0.2%
3,769
+1,377
94
$1.03M 0.19%
15,688
-232
95
$1.02M 0.19%
+29,950
96
$1.01M 0.19%
3,359
+182
97
$999K 0.19%
36,467
+5,105
98
$963K 0.18%
23,757
+1,740
99
$906K 0.17%
27,167
-247
100
$870K 0.16%
2,480
-37
2 3
4
5 6