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
$743M
AUM Growth
-$2.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$22M
2
+$20.8M
3
+$20.5M
4
HEZU icon
iShares Currency Hedged MSCI Eurozone ETF
HEZU
+$13.4M
5
XMMO icon
Invesco S&P MidCap Momentum ETF
XMMO
+$10M

Top Sells

1
+$25.3M
2
+$23.5M
3
+$21.5M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$19M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$10.5M

Sector Composition

1 Technology 10.19%
2 Energy 6.16%
3 Financials 5.59%
4 Industrials 4.64%
5 Healthcare 3.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.72M 0.37%
69,235
+2,439
77
$2.7M 0.36%
11,655
+44
78
$2.69M 0.36%
368,599
+73,947
79
$2.69M 0.36%
19,527
-269
80
$2.63M 0.35%
81,379
+21,769
81
$2.63M 0.35%
18,818
+6,640
82
$2.52M 0.34%
+7,832
83
$2.51M 0.34%
14,533
+3
84
$2.46M 0.33%
82,108
+31,024
85
$2.45M 0.33%
11,253
+202
86
$2.4M 0.32%
57,916
-2,492
87
$2.36M 0.32%
9,994
+112
88
$2.23M 0.3%
+21,677
89
$2.22M 0.3%
29,767
+621
90
$2.21M 0.3%
12,323
+207
91
$2.12M 0.29%
6,441
+29
92
$1.97M 0.27%
9,324
+144
93
$1.92M 0.26%
4,120
+55
94
$1.89M 0.25%
21,549
-423
95
$1.89M 0.25%
15,901
+189
96
$1.89M 0.25%
4,020
-61
97
$1.86M 0.25%
11,876
-993
98
$1.81M 0.24%
14,634
+23
99
$1.68M 0.23%
55,530
+26,980
100
$1.49M 0.2%
32,793
+59
2 3
4
5 6