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
$746M
AUM Growth
-$13.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$14.7M
2
+$11M
3
+$10.8M
4
FDN icon
First Trust Dow Jones Internet Index Fund ETF
FDN
+$8.45M
5
GLTR icon
abrdn Physical Precious Metals Basket Shares ETF
GLTR
+$6.33M

Top Sells

1
+$12.6M
2
+$11.7M
3
+$10.8M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$8.86M
5
EWJ icon
iShares MSCI Japan ETF
EWJ
+$6.73M

Sector Composition

1 Technology 10.73%
2 Energy 5.74%
3 Financials 5.2%
4 Industrials 5.19%
5 Healthcare 3.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.96M 0.4%
294,652
-36,515
77
$2.95M 0.4%
12,326
-78
78
$2.95M 0.4%
37,184
+685
79
$2.68M 0.36%
26,223
-776
80
$2.67M 0.36%
60,408
-14,336
81
$2.45M 0.33%
12,869
82
$2.42M 0.32%
66,796
-3,256
83
$2.35M 0.32%
29,146
-2,055
84
$2.34M 0.31%
11,611
+362
85
$2.34M 0.31%
19,796
+313
86
$2.33M 0.31%
6,412
+163
87
$2.3M 0.31%
59,610
+14,225
88
$2.27M 0.3%
12,116
+850
89
$2.25M 0.3%
9,882
+710
90
$2.17M 0.29%
14,530
-1,355
91
$2.09M 0.28%
4,081
-678
92
$2.07M 0.28%
9,180
+303
93
$2.03M 0.27%
12,178
-1,864
94
$2.03M 0.27%
11,051
+211
95
$1.99M 0.27%
21,972
-3,601
96
$1.98M 0.27%
51,084
+2,801
97
$1.7M 0.23%
4,065
+128
98
$1.69M 0.23%
15,712
+663
99
$1.6M 0.21%
14,611
-477
100
$1.53M 0.21%
32,734
+3,943
2 3
4
5 6