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
$523M
AUM Growth
+$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$17.7M
2
+$6.88M
3
+$4.94M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$3.6M
5
BLMN icon
Bloomin' Brands
BLMN
+$819K

Top Sells

1
+$26.7M
2
+$4.41M
3
+$2.17M
4
SPGI icon
S&P Global
SPGI
+$1.86M
5
CHTR icon
Charter Communications
CHTR
+$544K

Sector Composition

1 Technology 8.23%
2 Energy 6.6%
3 Healthcare 3.86%
4 Consumer Discretionary 2.77%
5 Industrials 2.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.34M 0.26%
40,145
+319
77
$1.34M 0.26%
1,501
-27
78
$1.31M 0.25%
2,602
-28
79
$1.28M 0.25%
24,471
+267
80
$1.28M 0.25%
47,613
+30,471
81
$1.27M 0.24%
11,293
+184
82
$1.24M 0.24%
39,118
+518
83
$1.22M 0.23%
3,297
+5
84
$1.21M 0.23%
5,424
+69
85
$1.16M 0.22%
2,605
+12
86
$1.14M 0.22%
16,492
+237
87
$1.13M 0.22%
2,484
-17
88
$1.11M 0.21%
20,229
+525
89
$1.08M 0.21%
15,059
+41
90
$1.08M 0.21%
36,980
+574
91
$1.02M 0.2%
62,013
+247
92
$991K 0.19%
6,446
+95
93
$974K 0.19%
26,274
-686
94
$967K 0.19%
12,788
-167
95
$913K 0.17%
13,054
-381,158
96
$899K 0.17%
7,855
+212
97
$897K 0.17%
9,052
-85
98
$858K 0.16%
5,055
+35
99
$779K 0.15%
12,936
+68
100
$747K 0.14%
14,496
-58
2 3
4
5 6