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
$681M
AUM Growth
+$62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$13M
2
+$12.7M
3
+$8.29M
4
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$6.32M
5
EWJ icon
iShares MSCI Japan ETF
EWJ
+$6.22M

Top Sells

1
+$21.3M
2
+$18.9M
3
+$8.53M
4
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$6.51M
5
BKLN icon
Invesco Senior Loan ETF
BKLN
+$3.4M

Sector Composition

1 Technology 11.11%
2 Energy 5.62%
3 Financials 4.24%
4 Industrials 3.75%
5 Consumer Staples 3.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.18M 0.32%
61,883
+810
77
$2.18M 0.32%
4,900
+1,512
78
$2.17M 0.32%
4,047
+130
79
$2.14M 0.31%
+17,271
80
$2.13M 0.31%
+5,823
81
$2.11M 0.31%
+9,648
82
$2.11M 0.31%
8,562
-79
83
$2.1M 0.31%
15,266
-415
84
$2.09M 0.31%
8,597
-1,718
85
$2.08M 0.31%
26,497
+569
86
$2.07M 0.3%
74,268
-9,088
87
$2.07M 0.3%
67,412
-1,166
88
$2.05M 0.3%
27,936
+1,344
89
$2.05M 0.3%
11,491
+231
90
$2.04M 0.3%
41,198
-1,607
91
$2.02M 0.3%
18,065
-1,909
92
$2.01M 0.29%
+4,888
93
$1.96M 0.29%
9,923
+743
94
$1.96M 0.29%
+10,075
95
$1.94M 0.28%
25,981
-1,541
96
$1.91M 0.28%
+5,524
97
$1.88M 0.28%
10,807
+210
98
$1.75M 0.26%
15,041
+1,215
99
$1.74M 0.26%
3,742
-519
100
$1.73M 0.25%
356,666
+227,604
2 3
4
5 6