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
$472M
AUM Growth
+$46.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1
+$3.42M
2
+$3.25M
3
+$2.77M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$2.48M
5
BKLN icon
Invesco Senior Loan ETF
BKLN
+$2.41M

Top Sells

1
+$2.88M
2
+$2.44M
3
+$2.19M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$1.98M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$1.89M

Sector Composition

1 Technology 10.5%
2 Energy 7.25%
3 Consumer Discretionary 3.61%
4 Financials 3.44%
5 Healthcare 3.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$645K 0.14%
10,078
-1,774
102
$636K 0.13%
3,866
+258
103
$626K 0.13%
13,051
-8,287
104
$626K 0.13%
35,983
-676
105
$617K 0.13%
11,807
+353
106
$617K 0.13%
9,842
+2,539
107
$609K 0.13%
2,058
+971
108
$595K 0.13%
9,752
+476
109
$594K 0.13%
5,453
+7
110
$586K 0.12%
4,297
-129
111
$583K 0.12%
4,685
-98
112
$581K 0.12%
14,655
+414
113
$567K 0.12%
6,425
+8
114
$561K 0.12%
10,092
+59
115
$561K 0.12%
7,660
+203
116
$558K 0.12%
9,329
+2,352
117
$550K 0.12%
11,318
-42
118
$536K 0.11%
2,713
+1
119
$528K 0.11%
5,545
-18
120
$526K 0.11%
4,608
+1,345
121
$521K 0.11%
7,800
+480
122
$503K 0.11%
4,411
-28
123
$502K 0.11%
7,233
+1,288
124
$502K 0.11%
13,926
+2,185
125
$490K 0.1%
14,771
-5,456
3 4
5
6 7