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
$589M
AUM Growth
+$50.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
229
New
Increased
Reduced
Closed

Top Buys

1
+$4.66M
2
+$3.4M
3
+$1.8M
4
PAGS icon
PagSeguro Digital
PAGS
+$1.76M
5
PAYC icon
Paycom
PAYC
+$1.65M

Top Sells

1
+$5.26M
2
+$4.57M
3
+$4.09M
4
BKLN icon
Invesco Senior Loan ETF
BKLN
+$3.36M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$2.73M

Sector Composition

1 Technology 9.33%
2 Energy 4.49%
3 Consumer Discretionary 2.53%
4 Financials 2.36%
5 Communication Services 2.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$648K 0.11%
2,794
+307
102
$614K 0.1%
2,610
103
$605K 0.1%
2,820
+303
104
$598K 0.1%
5,061
-113
105
$589K 0.1%
10,962
-207
106
$580K 0.1%
5,417
+168
107
$563K 0.1%
5,857
-753
108
$543K 0.09%
13,698
+7,671
109
$538K 0.09%
5,576
-236
110
$526K 0.09%
10,486
-1,191
111
$525K 0.09%
2,981
+261
112
$525K 0.09%
4,452
+295
113
$524K 0.09%
11,708
-51
114
$508K 0.09%
4,914
+229
115
$488K 0.08%
5,235
-889
116
$481K 0.08%
3,403
+409
117
$473K 0.08%
+10,765
118
$462K 0.08%
947
-44
119
$460K 0.08%
3,860
-325
120
$460K 0.08%
+9,103
121
$443K 0.08%
9,038
+220
122
$432K 0.07%
2,073
+175
123
$426K 0.07%
2,657
-133
124
$425K 0.07%
2,673
-326
125
$425K 0.07%
27,860
-3,474
3 4
5
6 7