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
$426M
AUM Growth
+$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1
+$18.1M
2
+$13.3M
3
+$4.61M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$3.48M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$3.01M

Top Sells

1
+$20.9M
2
+$17.7M
3
+$14.3M
4
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$12.1M
5
SPGP icon
Invesco S&P 500 GARP ETF
SPGP
+$2.49M

Sector Composition

1 Technology 10.51%
2 Energy 7.22%
3 Consumer Discretionary 3.89%
4 Financials 3.37%
5 Healthcare 3.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$568K 0.13%
4,426
+205
102
$566K 0.13%
4,783
+336
103
$563K 0.13%
14,241
+849
104
$561K 0.13%
13,206
-8,467
105
$557K 0.13%
10,033
+1,561
106
$555K 0.13%
36,659
+23,168
107
$549K 0.13%
9,324
-1,516
108
$548K 0.13%
11,360
+700
109
$533K 0.13%
9,196
+3,862
110
$531K 0.12%
+20,227
111
$517K 0.12%
9,276
-552
112
$510K 0.12%
7,597
+2,501
113
$510K 0.12%
4,439
+297
114
$508K 0.12%
4,448
+890
115
$502K 0.12%
+7,457
116
$498K 0.12%
5,563
+493
117
$490K 0.12%
6,417
+738
118
$484K 0.11%
9,845
+733
119
$483K 0.11%
2,672
+271
120
$474K 0.11%
8,197
+730
121
$461K 0.11%
2,727
+199
122
$459K 0.11%
3,208
-3,732
123
$452K 0.11%
4,928
+114
124
$449K 0.11%
+16,115
125
$448K 0.11%
2,027
-2,307
3 4
5
6 7