IWS

Insight Wealth Strategies Portfolio holdings

AUM $896M
1-Year Est. Return 24.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$849M
AUM Growth
+$57.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$18.9M
2
+$16.1M
3
+$11.8M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$11.4M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$6.89M

Top Sells

1
+$21.9M
2
+$12.1M
3
+$8.81M
4
BKLN icon
Invesco Senior Loan ETF
BKLN
+$6.59M
5
HEZU icon
iShares Currency Hedged MSCI Eurozone ETF
HEZU
+$6.5M

Sector Composition

1 Technology 14.62%
2 Energy 6.3%
3 Industrials 4.79%
4 Healthcare 3.8%
5 Financials 3.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.82M 0.45%
74,738
-81
77
$3.62M 0.43%
43,028
+757
78
$3.61M 0.43%
72,179
-1,663
79
$3.58M 0.42%
14,526
+595
80
$3.52M 0.42%
14,010
+1,676
81
$3.51M 0.41%
21,674
+6
82
$3.46M 0.41%
25,271
+4,107
83
$3.34M 0.39%
10,591
-13
84
$3.16M 0.37%
32,796
-269
85
$2.94M 0.35%
42,774
-3,499
86
$2.93M 0.35%
12,047
+51
87
$2.83M 0.33%
29,750
-2,406
88
$2.77M 0.33%
28,311
-2,033
89
$2.7M 0.32%
108,074
+693
90
$2.67M 0.31%
12,070
+1,482
91
$2.57M 0.3%
60,542
+2,028
92
$2.56M 0.3%
16,296
+376
93
$2.46M 0.29%
4,097
+93
94
$2.39M 0.28%
17,947
+1,147
95
$1.95M 0.23%
18,910
+349
96
$1.81M 0.21%
33,552
+2,459
97
$1.79M 0.21%
15,868
+107
98
$1.46M 0.17%
5,689
-101
99
$1.23M 0.14%
24,209
-338
100
$1.2M 0.14%
2,709
-48
2 3
4
5 6