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
$510M
AUM Growth
-$7.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$3.58M
2
+$3.01M
3
+$1.71M
4
DG icon
Dollar General
DG
+$1.06M
5
PFGC icon
Performance Food Group
PFGC
+$776K

Top Sells

1
+$8.28M
2
+$4.9M
3
+$3.97M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$3.66M
5
UHS icon
Universal Health Services
UHS
+$1.88M

Sector Composition

1 Technology 7.23%
2 Energy 6.89%
3 Healthcare 4.17%
4 Financials 2.63%
5 Consumer Discretionary 2.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.3M 0.26%
39,826
+2,390
77
$1.24M 0.24%
73,298
-479
78
$1.23M 0.24%
61,766
-723
79
$1.21M 0.24%
16,255
+254
80
$1.19M 0.23%
2,593
-72
81
$1.19M 0.23%
24,204
-102
82
$1.18M 0.23%
5,355
+70
83
$1.15M 0.23%
2,501
-87
84
$1.13M 0.22%
1,528
-117
85
$1.11M 0.22%
36,406
+4,346
86
$1.09M 0.21%
38,600
+2,315
87
$1.07M 0.21%
19,704
+3,047
88
$1.07M 0.21%
39,388
+1,271
89
$1.06M 0.21%
3,292
-500
90
$1.06M 0.21%
+5,020
91
$1.05M 0.21%
15,018
-1,118
92
$951K 0.19%
9,137
-105
93
$945K 0.19%
26,960
+814
94
$867K 0.17%
7,643
+1,442
95
$861K 0.17%
12,955
-457
96
$855K 0.17%
6,351
-38
97
$794K 0.16%
26,533
+1,844
98
$776K 0.15%
+12,868
99
$728K 0.14%
14,554
-9
100
$678K 0.13%
107,918
-933
2 3
4
5 6