IWS

Insight Wealth Strategies Portfolio holdings

AUM $872M
1-Year Est. Return 20.16%
This Quarter Est. Return
1 Year Est. Return
+20.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$872M
AUM Growth
+$23.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
186
New
Increased
Reduced
Closed

Top Buys

1
+$23.7M
2
+$16.5M
3
+$16M
4
TUA icon
Simplify Short Term Treasury Futures Strategy ETF
TUA
+$14M
5
CENX icon
Century Aluminum
CENX
+$6.04M

Top Sells

1
+$23.1M
2
+$19M
3
+$11.9M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$10.1M
5
IGOV icon
iShares International Treasury Bond ETF
IGOV
+$5.91M

Sector Composition

1 Technology 13.55%
2 Healthcare 6.24%
3 Energy 5.7%
4 Industrials 3.98%
5 Financials 3.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TSLA icon
101
Tesla
TSLA
$1.46T
$1.22M 0.14%
2,712
+3
IVV icon
102
iShares Core S&P 500 ETF
IVV
$760B
$1.19M 0.14%
1,734
+80
HFGM
103
Unlimited HFGM Global Macro ETF
HFGM
$81.8M
$1.07M 0.12%
36,961
+16,084
CTA icon
104
Simplify Managed Futures Strategy ETF
CTA
$1.23B
$1.04M 0.12%
38,296
+7,693
CWB icon
105
State Street SPDR Bloomberg Convertible Securities ETF
CWB
$4.76B
$1.03M 0.12%
11,501
+43
FBND icon
106
Fidelity Total Bond ETF
FBND
$23.7B
$985K 0.11%
21,404
+3,869
IUSG icon
107
iShares Core S&P US Growth ETF
IUSG
$26.4B
$965K 0.11%
5,745
+5
PAAA icon
108
PGIM AAA CLO ETF
PAAA
$6.27B
$963K 0.11%
18,791
-297
IVVW icon
109
iShares S&P 500 BuyWrite ETF
IVVW
$221M
$914K 0.1%
20,081
+3,746
META icon
110
Meta Platforms (Facebook)
META
$1.55T
$883K 0.1%
1,337
-5,808
TJX icon
111
TJX Companies
TJX
$172B
$866K 0.1%
5,635
-107
CAIE
112
Calamos Autocallable Income ETF
CAIE
$540M
$842K 0.1%
31,480
+6,188
DGRO icon
113
iShares Core Dividend Growth ETF
DGRO
$37B
$829K 0.1%
11,946
-11
HYMB icon
114
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
$2.93B
$736K 0.08%
29,508
+207
V icon
115
Visa
V
$635B
$721K 0.08%
2,057
+182
GLTR icon
116
abrdn Physical Precious Metals Basket Shares ETF
GLTR
$3.02B
$720K 0.08%
3,504
-20
VOO icon
117
Vanguard S&P 500 ETF
VOO
$850B
$708K 0.08%
1,129
+20
PSMD icon
118
Pacer Swan SOS Moderate January ETF
PSMD
$79.2M
$659K 0.08%
20,287
+5,982
IJR icon
119
iShares Core S&P Small-Cap ETF
IJR
$93B
$653K 0.07%
5,436
-535
VIGI icon
120
Vanguard International Dividend Appreciation ETF
VIGI
$9.26B
$648K 0.07%
7,083
+7
BRK.B icon
121
Berkshire Hathaway Class B
BRK.B
$1.06T
$590K 0.07%
1,174
+63
IWF icon
122
iShares Russell 1000 Growth ETF
IWF
$123B
$541K 0.06%
1,142
+6
VIG icon
123
Vanguard Dividend Appreciation ETF
VIG
$104B
$537K 0.06%
2,442
-1
NFLX icon
124
Netflix
NFLX
$376B
$530K 0.06%
5,648
-972
IVW icon
125
iShares S&P 500 Growth ETF
IVW
$66.6B
$511K 0.06%
4,146
-532
3 4
5
6 7