IWS
Insight Wealth Strategies Portfolio holdings
AUM
$792M
This Quarter Return
-5.07%
1 Year Return
+14.91%
3 Year Return
+42.7%
5 Year Return
+61.4%
10 Year Return
–
AUM
$538M
AUM Growth
+$538M
(0%)
Cap. Flow
+$0
Cap. Flow
% of AUM
0%
Top 10 Holdings %
Top 10 Hldgs %
46.47%
Holding
142
New
–
Increased
–
Reduced
–
Closed
–
Top Buys
No buys this quarter
Top Sells
| 1 |
Alphabet (Google) Class A
GOOGL
|
$42.6M |
| 2 |
Tesla
TSLA
|
$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% |
