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
$409M
AUM Growth
+$51.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$18.2M
2
+$14.6M
3
+$12.1M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$6.81M
5
FTCS icon
First Trust Capital Strength ETF
FTCS
+$6.19M

Top Sells

1
+$11.4M
2
+$10.7M
3
+$8.12M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$7.5M
5
FPX icon
First Trust US Equity Opportunities ETF
FPX
+$5.61M

Sector Composition

1 Technology 9%
2 Energy 6.73%
3 Consumer Discretionary 3.95%
4 Healthcare 3.09%
5 Financials 2.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$528K 0.13%
4,311
+101
102
$520K 0.13%
9,828
+5,680
103
$513K 0.13%
6,766
+601
104
$512K 0.13%
+13,177
105
$493K 0.12%
13,392
+153
106
$481K 0.12%
4,814
+151
107
$478K 0.12%
4,142
+28
108
$464K 0.11%
+8,472
109
$459K 0.11%
7,804
+128
110
$456K 0.11%
10,660
+123
111
$444K 0.11%
+5,070
112
$441K 0.11%
2,528
-14
113
$440K 0.11%
2,356
+163
114
$432K 0.11%
+5,679
115
$426K 0.1%
9,112
+186
116
$422K 0.1%
+10,931
117
$418K 0.1%
+3,543
118
$409K 0.1%
+4,185
119
$408K 0.1%
3,399
+155
120
$404K 0.1%
7,480
-6,700
121
$402K 0.1%
3,558
+43
122
$401K 0.1%
+1,491
123
$389K 0.1%
5,921
+1,118
124
$382K 0.09%
1,794
125
$382K 0.09%
5,261
-147,240
3 4
5
6 7