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
$326M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$25.5M
2
+$20.6M
3
+$20.5M
4
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$20.1M
5
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$19.6M

Top Sells

No sells this quarter

Sector Composition

1 Energy 8.36%
2 Technology 5.89%
3 Healthcare 3.69%
4 Consumer Discretionary 2.98%
5 Financials 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$388K 0.12%
+10,341
102
$375K 0.11%
+21,246
103
$372K 0.11%
+8,550
104
$368K 0.11%
+11,452
105
$364K 0.11%
+1,781
106
$361K 0.11%
+3,287
107
$356K 0.11%
+12,986
108
$352K 0.11%
+2,280
109
$342K 0.1%
+5,019
110
$339K 0.1%
+101,480
111
$337K 0.1%
+4,663
112
$334K 0.1%
+15,318
113
$334K 0.1%
+2,529
114
$330K 0.1%
+5,410
115
$328K 0.1%
+1,303
116
$318K 0.1%
+3,111
117
$316K 0.1%
+4,136
118
$280K 0.09%
+1,797
119
$276K 0.08%
+4,696
120
$273K 0.08%
+13,173
121
$265K 0.08%
+2,055
122
$255K 0.08%
+7,670
123
$248K 0.08%
+1,889
124
$242K 0.07%
+4,542
125
$228K 0.07%
+1,200
2 3 4
5
6