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
$711M
AUM Growth
+$7.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1
+$4.49M
2
+$4.45M
3
+$2.13M
4
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$2M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.36M

Top Sells

1
+$4.37M
2
+$4.19M
3
+$2.84M
4
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$1.34M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.33M

Sector Composition

1 Technology 7.66%
2 Energy 4.79%
3 Consumer Discretionary 2.69%
4 Financials 2.55%
5 Healthcare 1.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$989K 0.14%
6,955
-4,752
102
$985K 0.14%
1,578
+47
103
$981K 0.14%
11,678
+673
104
$962K 0.14%
10,647
+770
105
$945K 0.13%
16,931
+1,088
106
$932K 0.13%
1,281
+21
107
$929K 0.13%
4,138
+324
108
$905K 0.13%
+24,050
109
$905K 0.13%
2,650
+41
110
$902K 0.13%
18,105
+1,652
111
$891K 0.13%
4,197
+222
112
$886K 0.12%
3,019
+146
113
$881K 0.12%
28,979
-1,022
114
$880K 0.12%
11,903
-2,421
115
$874K 0.12%
22,635
+1,858
116
$864K 0.12%
26,692
+492
117
$858K 0.12%
10,938
+4,373
118
$839K 0.12%
2,251
+91
119
$832K 0.12%
15,966
+85
120
$810K 0.11%
1,218
-10
121
$776K 0.11%
14,740
-25,305
122
$775K 0.11%
11,026
+548
123
$763K 0.11%
4,859
+141
124
$761K 0.11%
15,009
+4,037
125
$759K 0.11%
2,106
+107
3 4
5
6 7