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
$619M
AUM Growth
+$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$15M
2
+$11.7M
3
+$6.56M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$2.63M
5
FLTR icon
VanEck IG Floating Rate ETF
FLTR
+$2.54M

Top Sells

1
+$2.66M
2
+$1.96M
3
+$1.38M
4
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$1.02M
5
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$959K

Sector Composition

1 Technology 8.89%
2 Energy 6.27%
3 Healthcare 3.98%
4 Financials 3.46%
5 Consumer Discretionary 2.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.9M 0.31%
9,804
-699
77
$1.89M 0.31%
23,481
+2,271
78
$1.87M 0.3%
11,260
+524
79
$1.84M 0.3%
41,850
+8,272
80
$1.82M 0.29%
3,820
+477
81
$1.81M 0.29%
+3,917
82
$1.81M 0.29%
10,597
+717
83
$1.78M 0.29%
42,805
+710
84
$1.78M 0.29%
69,611
+3,576
85
$1.76M 0.28%
22,255
+3,373
86
$1.75M 0.28%
4,261
-74
87
$1.74M 0.28%
44,826
+3,692
88
$1.73M 0.28%
28,843
+5,203
89
$1.73M 0.28%
83,356
+4,684
90
$1.73M 0.28%
100,491
+7,617
91
$1.71M 0.28%
8,147
+399
92
$1.67M 0.27%
20,295
+1,704
93
$1.67M 0.27%
32,348
+2,055
94
$1.63M 0.26%
11,800
+1,536
95
$1.62M 0.26%
75,370
+9,687
96
$1.53M 0.25%
2,754
+60
97
$1.51M 0.24%
53,635
+3,852
98
$1.45M 0.23%
1,436
-85
99
$1.4M 0.23%
26,664
+534
100
$1.39M 0.23%
2,955
+108
2 3
4
5 6