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
$358M
AUM Growth
+$31.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$19.2M
2
+$19.1M
3
+$5.61M
4
SPGP icon
Invesco S&P 500 GARP ETF
SPGP
+$2.63M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.92M

Top Sells

1
+$18.1M
2
+$17.5M
3
+$15.2M
4
FTCS icon
First Trust Capital Strength ETF
FTCS
+$4.87M
5
CVX icon
Chevron
CVX
+$1.99M

Sector Composition

1 Energy 7.84%
2 Technology 6.66%
3 Consumer Discretionary 3.75%
4 Healthcare 3.45%
5 Financials 2.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$448K 0.13%
20,935
+235
102
$438K 0.12%
10,537
+196
103
$437K 0.12%
+6,165
104
$430K 0.12%
+13,239
105
$427K 0.12%
+4,114
106
$425K 0.12%
3,372
+85
107
$404K 0.11%
2,542
+13
108
$403K 0.11%
4,663
109
$403K 0.11%
3,244
+133
110
$396K 0.11%
+2,478
111
$394K 0.11%
2,193
-87
112
$391K 0.11%
+3,515
113
$386K 0.11%
10,797
-655
114
$365K 0.1%
8,926
+376
115
$360K 0.1%
1,794
+13
116
$350K 0.1%
15,443
+125
117
$346K 0.1%
5,928
+1,386
118
$335K 0.09%
+2,383
119
$332K 0.09%
13,332
+159
120
$327K 0.09%
1,860
+63
121
$312K 0.09%
4,803
+107
122
$310K 0.09%
3,059
-2,513
123
$305K 0.09%
+2,014
124
$286K 0.08%
+2,611
125
$249K 0.07%
10,765
+15
3 4
5
6 7