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
$746M
AUM Growth
+$157M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
239
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$11.6M
3
+$11.4M
4
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$10.9M
5
IQLT icon
iShares MSCI Intl Quality Factor ETF
IQLT
+$10.1M

Top Sells

1
+$3.43M
2
+$3.22M
3
+$2.93M
4
IGLB icon
iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB
+$2.84M
5
MIME
Mimecast Limited
MIME
+$1.9M

Sector Composition

1 Technology 8.62%
2 Energy 5.03%
3 Consumer Discretionary 2.8%
4 Financials 2.75%
5 Communication Services 2.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.01M 0.14%
+11,367
102
$1M 0.13%
12,003
+928
103
$1M 0.13%
19,293
+11,354
104
$973K 0.13%
20,162
+4,838
105
$941K 0.13%
6,651
+3,439
106
$939K 0.13%
1,734
+10
107
$935K 0.13%
+9,775
108
$914K 0.12%
2,306
+350
109
$909K 0.12%
22,348
+11,944
110
$900K 0.12%
8,240
+2,823
111
$899K 0.12%
3,054
-21
112
$895K 0.12%
1,450
+255
113
$883K 0.12%
+34,658
114
$874K 0.12%
4,024
+2,421
115
$860K 0.12%
12,921
-11
116
$848K 0.11%
3,414
+470
117
$839K 0.11%
9,156
-4,335
118
$828K 0.11%
2,557
+1,254
119
$825K 0.11%
2,297
+1,384
120
$822K 0.11%
16,020
+9,396
121
$819K 0.11%
2,923
+1,832
122
$769K 0.1%
20,300
+10,364
123
$765K 0.1%
5,571
+530
124
$746K 0.1%
13,646
+9,380
125
$743K 0.1%
10,217
+5,313
3 4
5
6 7