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
$704M
AUM Growth
-$42.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
242
New
Increased
Reduced
Closed

Top Buys

1
+$3.3M
2
+$1.38M
3
+$1.14M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$1.14M
5
CMI icon
Cummins
CMI
+$930K

Top Sells

1
+$3.38M
2
+$3.07M
3
+$2.9M
4
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$2.89M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$2.83M

Sector Composition

1 Technology 7.42%
2 Energy 4.89%
3 Consumer Discretionary 2.52%
4 Financials 2.51%
5 Industrials 1.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$986K 0.14%
2,304
-2
102
$970K 0.14%
9,877
+102
103
$934K 0.13%
17,453
-4,502
104
$930K 0.13%
+3,814
105
$923K 0.13%
26,200
-19,405
106
$918K 0.13%
2,609
-708
107
$918K 0.13%
10,163
-1,840
108
$917K 0.13%
+8,011
109
$913K 0.13%
+30,001
110
$909K 0.13%
1,260
-190
111
$883K 0.13%
+10,786
112
$876K 0.12%
16,453
-2,840
113
$872K 0.12%
3,975
-49
114
$846K 0.12%
+15,881
115
$831K 0.12%
2,873
-50
116
$825K 0.12%
2,160
-137
117
$815K 0.12%
15,843
-316
118
$790K 0.11%
+9,418
119
$775K 0.11%
7,851
-1,305
120
$767K 0.11%
10,250
-10,551
121
$761K 0.11%
4,718
-853
122
$750K 0.11%
1,228
-506
123
$743K 0.11%
6,312
+431
124
$727K 0.1%
1,999
-558
125
$705K 0.1%
15,006
-11,310
3 4
5
6 7