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
$759M
AUM Growth
+$56.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$22M
2
+$12.1M
3
+$8.86M
4
VCLT icon
Vanguard Long-Term Corporate Bond ETF
VCLT
+$7.72M
5
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$6.68M

Top Sells

1
+$26.1M
2
+$9.57M
3
+$9.23M
4
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$7.89M
5
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$6.82M

Sector Composition

1 Technology 9.38%
2 Industrials 5.08%
3 Energy 4.82%
4 Financials 4.7%
5 Healthcare 3.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.6M 0.34%
74,744
+500
77
$2.59M 0.34%
4,520
+115
78
$2.58M 0.34%
9,164
+53
79
$2.55M 0.34%
15,885
+139
80
$2.52M 0.33%
10,840
+194
81
$2.49M 0.33%
331,167
-31,924
82
$2.48M 0.33%
70,052
+1,145
83
$2.44M 0.32%
6,249
+125
84
$2.43M 0.32%
19,660
-227
85
$2.39M 0.32%
14,042
+6
86
$2.34M 0.31%
11,249
+232
87
$2.33M 0.31%
11,266
+197
88
$2.32M 0.31%
4,759
89
$2.26M 0.3%
9,172
+248
90
$2.19M 0.29%
18,301
+803
91
$2.18M 0.29%
+45,385
92
$2.15M 0.28%
19,483
+365
93
$2.15M 0.28%
12,869
+7,831
94
$2.07M 0.27%
25,573
-136
95
$2.05M 0.27%
+41,494
96
$2.04M 0.27%
10,291
+208
97
$2.03M 0.27%
9,017
+202
98
$1.97M 0.26%
37,903
+2,621
99
$1.96M 0.26%
14,298
+185
100
$1.93M 0.25%
48,283
+1,784
2 3
4
5 6