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
$703M
AUM Growth
+$21.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$11.5M
2
+$8.64M
3
+$4.38M
4
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$4.35M
5
AMGN icon
Amgen
AMGN
+$3.87M

Top Sells

1
+$15.2M
2
+$8.77M
3
+$8.29M
4
FISV
Fiserv Inc
FISV
+$2.86M
5
UNM icon
Unum
UNM
+$2.24M

Sector Composition

1 Technology 11.19%
2 Energy 5.51%
3 Industrials 4.12%
4 Financials 3.95%
5 Healthcare 3.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.28M 0.32%
74,244
-24
77
$2.27M 0.32%
31,618
+613
78
$2.25M 0.32%
6,999
+107
79
$2.16M 0.31%
15,746
+480
80
$2.15M 0.31%
11,069
+262
81
$2.13M 0.3%
68,907
+1,495
82
$2.08M 0.3%
6,989
+2,101
83
$2.07M 0.29%
5,542
+231
84
$2.07M 0.29%
10,646
+723
85
$2.07M 0.29%
30,180
+2,244
86
$2.04M 0.29%
6,124
+301
87
$2.03M 0.29%
40,414
-784
88
$2.02M 0.29%
8,924
+362
89
$2.01M 0.29%
363,091
+6,425
90
$2.01M 0.29%
46,499
+2,840
91
$1.99M 0.28%
8,815
+218
92
$1.98M 0.28%
14,036
+450
93
$1.97M 0.28%
11,764
+273
94
$1.96M 0.28%
10,670
+595
95
$1.95M 0.28%
10,083
+435
96
$1.91M 0.27%
18,534
+1,263
97
$1.9M 0.27%
17,498
+903
98
$1.88M 0.27%
19,118
+1,053
99
$1.85M 0.26%
8,658
+392
100
$1.8M 0.26%
35,282
+1,837
2 3
4
5 6