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
$849M
AUM Growth
+$57.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$19M
2
+$16.6M
3
+$11.8M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$11.7M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$7.28M

Top Sells

1
+$21.9M
2
+$12.4M
3
+$9.13M
4
STX icon
Seagate
STX
+$6.79M
5
HEZU icon
iShares Currency Hedged MSCI Eurozone ETF
HEZU
+$6.7M

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
FLBL icon
101
Franklin Senior Loan ETF
FLBL
$1.2B
$1.19M 0.14%
49,683
+20,584
IVV icon
102
iShares Core S&P 500 ETF
IVV
$656B
$1.11M 0.13%
1,654
-144
EFA icon
103
iShares MSCI EAFE ETF
EFA
$68B
$1.08M 0.13%
11,538
+1,497
CWB icon
104
SPDR Bloomberg Convertible Securities ETF
CWB
$4.72B
$1.04M 0.12%
11,458
+33
PAAA icon
105
PGIM AAA CLO ETF
PAAA
$4.51B
$983K 0.12%
19,088
+682
IUSG icon
106
iShares Core S&P US Growth ETF
IUSG
$25.4B
$944K 0.11%
5,740
+4
CTA icon
107
Simplify Managed Futures Strategy ETF
CTA
$1.21B
$856K 0.1%
30,603
+17,504
TJX icon
108
TJX Companies
TJX
$159B
$830K 0.1%
5,742
-371
DGRO icon
109
iShares Core Dividend Growth ETF
DGRO
$35.1B
$814K 0.1%
11,957
+29
FBND icon
110
Fidelity Total Bond ETF
FBND
$21.1B
$811K 0.1%
17,535
+281
NFLX icon
111
Netflix
NFLX
$503B
$794K 0.09%
662
+5
IVVW icon
112
iShares S&P 500 BuyWrite ETF
IVVW
$187M
$761K 0.09%
16,335
+6,023
HYMB icon
113
SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
$2.75B
$730K 0.09%
29,301
+106
IJR icon
114
iShares Core S&P Small-Cap ETF
IJR
$84.9B
$710K 0.08%
5,971
-121
CAIE
115
Calamos Autocallable Income ETF
CAIE
$207M
$695K 0.08%
+25,292
VOO icon
116
Vanguard S&P 500 ETF
VOO
$752B
$679K 0.08%
1,109
+32
HFGM
117
Unlimited HFGM Global Macro ETF
HFGM
$59.3M
$660K 0.08%
+20,877
V icon
118
Visa
V
$651B
$640K 0.08%
1,875
+29
VIGI icon
119
Vanguard International Dividend Appreciation ETF
VIGI
$8.61B
$634K 0.07%
7,076
-543
JAAA icon
120
Janus Henderson AAA CLO ETF
JAAA
$25.1B
$592K 0.07%
11,650
-34
GLTR icon
121
abrdn Physical Precious Metals Basket Shares ETF
GLTR
$2.06B
$583K 0.07%
3,524
+968
IVW icon
122
iShares S&P 500 Growth ETF
IVW
$65.5B
$565K 0.07%
4,678
-162
BRK.B icon
123
Berkshire Hathaway Class B
BRK.B
$1.05T
$558K 0.07%
1,111
-19
IWF icon
124
iShares Russell 1000 Growth ETF
IWF
$122B
$532K 0.06%
1,136
-902
VIG icon
125
Vanguard Dividend Appreciation ETF
VIG
$97.6B
$527K 0.06%
2,443
+9
3 4
5
6 7