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
$518M
AUM Growth
-$4.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$19.7M
2
+$16.8M
3
+$9.4M
4
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$8.43M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$3.42M

Top Sells

1
+$17.5M
2
+$16.3M
3
+$10.1M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$7.45M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$5.32M

Sector Composition

1 Technology 8.57%
2 Energy 7.97%
3 Healthcare 3.9%
4 Consumer Discretionary 2.88%
5 Financials 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.49M 0.29%
+92,874
77
$1.48M 0.29%
10,264
+1,524
78
$1.48M 0.29%
30,293
+265
79
$1.46M 0.28%
18,591
+1,972
80
$1.44M 0.28%
42,249
+2,271
81
$1.43M 0.28%
7,748
+651
82
$1.43M 0.28%
3,343
+89
83
$1.39M 0.27%
26,130
+1,659
84
$1.32M 0.25%
18,882
+2,390
85
$1.32M 0.25%
8,010
+994
86
$1.31M 0.25%
23,640
+3,411
87
$1.28M 0.25%
1,521
+20
88
$1.24M 0.24%
2,847
+242
89
$1.22M 0.24%
49,783
+2,170
90
$1.21M 0.23%
3,373
+76
91
$1.2M 0.23%
17,226
+628
92
$1.18M 0.23%
2,694
+92
93
$1.17M 0.23%
2,668
+184
94
$1.17M 0.23%
33,578
+5,802
95
$1.17M 0.23%
19,937
+7,149
96
$1.17M 0.23%
16,461
+1,402
97
$1.09M 0.21%
65,683
+3,670
98
$994K 0.19%
5,845
+421
99
$978K 0.19%
27,978
+1,704
100
$930K 0.18%
23,125
+12,117
2 3
4
5 6