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
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$42.6M
2
+$1.18M

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
77
$1.27M 0.24%
2,624
78
$1.27M 0.24%
2,646
79
$1.26M 0.23%
18,059
80
$1.26M 0.23%
12,518
81
$1.25M 0.23%
8,993
82
$1.24M 0.23%
13,755
83
$1.23M 0.23%
10,849
84
$1.21M 0.23%
23,848
85
$1.21M 0.22%
2,540
86
$1.2M 0.22%
30,134
87
$1.19M 0.22%
4,151
88
$1.19M 0.22%
6,852
89
$1.19M 0.22%
43,029
90
$1.15M 0.21%
30,822
91
$1.09M 0.2%
14,248
92
$1.06M 0.2%
17,539
93
$1.06M 0.2%
3,769
94
$1.03M 0.19%
15,688
95
$1.02M 0.19%
29,950
96
$1.01M 0.19%
3,359
97
$999K 0.19%
36,467
98
$963K 0.18%
23,757
99
$906K 0.17%
27,167
100
$870K 0.16%
2,480
2 3
4
5 6