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
$449M
AUM Growth
+$73.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
183
New
Increased
Reduced
Closed

Top Buys

1
+$3.41M
2
+$2.23M
3
+$2.16M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$2.02M
5
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$1.96M

Top Sells

1
+$2.68M
2
+$1.17M
3
+$1.07M
4
AAPL icon
Apple
AAPL
+$890K
5
UNH icon
UnitedHealth
UNH
+$842K

Sector Composition

1 Technology 6.24%
2 Energy 5.6%
3 Consumer Discretionary 2.2%
4 Communication Services 1.99%
5 Financials 1.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$401K 0.09%
+3,785
102
$398K 0.09%
2,157
+461
103
$393K 0.09%
14,804
-10,518
104
$391K 0.09%
17,135
+683
105
$387K 0.09%
+5,984
106
$384K 0.09%
753
+138
107
$383K 0.09%
+3,682
108
$373K 0.08%
16,022
+1,403
109
$371K 0.08%
7,317
+18
110
$363K 0.08%
+1,321
111
$363K 0.08%
2,711
-483
112
$362K 0.08%
+1,934
113
$356K 0.08%
1,724
+582
114
$351K 0.08%
+5,699
115
$343K 0.08%
+931
116
$342K 0.08%
+2,962
117
$339K 0.08%
3,345
+18
118
$338K 0.08%
9,535
+179
119
$336K 0.07%
+4,563
120
$331K 0.07%
10,669
+263
121
$320K 0.07%
+5,674
122
$319K 0.07%
1,663
-251
123
$314K 0.07%
3,872
-20
124
$313K 0.07%
1,012
-87
125
$307K 0.07%
10,140
-118
3 4
5
6 7