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
$517M
AUM Growth
-$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$7.43M
2
+$3.45M
3
+$1.76M
4
GPC icon
Genuine Parts
GPC
+$1.48M
5
CAH icon
Cardinal Health
CAH
+$1.48M

Top Sells

1
+$4.79M
2
+$3.91M
3
+$3.65M
4
AAPL icon
Apple
AAPL
+$3.5M
5
V icon
Visa
V
+$3.14M

Sector Composition

1 Technology 7.5%
2 Energy 7.42%
3 Healthcare 4.65%
4 Financials 2.65%
5 Consumer Discretionary 2.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.26M 0.24%
36,285
+6,335
77
$1.22M 0.24%
16,136
+448
78
$1.21M 0.23%
24,689
+841
79
$1.15M 0.22%
24,306
+549
80
$1.15M 0.22%
+5,285
81
$1.13M 0.22%
16,657
+671
82
$1.13M 0.22%
32,060
+1,926
83
$1.12M 0.22%
14,467
+712
84
$1.12M 0.22%
+62,489
85
$1.11M 0.22%
+37,305
86
$1.11M 0.21%
+6,201
87
$1.09M 0.21%
74,770
-12,620
88
$1.09M 0.21%
2,669
+189
89
$1.04M 0.2%
1,645
+46
90
$1.02M 0.2%
+73,777
91
$1.01M 0.2%
3,792
+23
92
$989K 0.19%
37,436
+6,614
93
$983K 0.19%
38,117
+1,650
94
$948K 0.18%
14,634
+386
95
$917K 0.18%
9,242
+339
96
$874K 0.17%
6,389
+684
97
$848K 0.16%
26,146
-1,021
98
$728K 0.14%
14,563
+45
99
$728K 0.14%
+14,280
100
$662K 0.13%
+2,899
2 3
4
5 6