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
$702M
AUM Growth
-$9.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
195
New
Increased
Reduced
Closed

Top Buys

1
+$14.1M
2
+$9.69M
3
+$4.7M
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$1.84M
5
SPSC icon
SPS Commerce
SPSC
+$1.5M

Top Sells

1
+$19M
2
+$5.25M
3
+$4.55M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$4.45M
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$4.34M

Sector Composition

1 Technology 8.92%
2 Energy 4.85%
3 Consumer Discretionary 3.13%
4 Financials 2.78%
5 Healthcare 2.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$952K 0.14%
2,460
+354
102
$951K 0.14%
25,970
+3,335
103
$912K 0.13%
26,256
-2,723
104
$909K 0.13%
2,580
-12
105
$909K 0.13%
18,840
+2,772
106
$884K 0.13%
1,356
+75
107
$876K 0.12%
25,162
+1,112
108
$866K 0.12%
15,573
-21,740
109
$860K 0.12%
+10,089
110
$857K 0.12%
28,747
+2,055
111
$848K 0.12%
+6,108
112
$839K 0.12%
3,071
+76
113
$816K 0.12%
1,241
+23
114
$797K 0.11%
13,200
+2,535
115
$773K 0.11%
6,609
+894
116
$690K 0.1%
8,252
-3,651
117
$673K 0.1%
5,091
+232
118
$634K 0.09%
1,334
-1,059
119
$487K 0.07%
8,674
+38
120
$475K 0.07%
34,501
+3,400
121
$471K 0.07%
3,839
-8,419
122
$469K 0.07%
7,686
+450
123
$438K 0.06%
1,002
+7
124
$432K 0.06%
4,029
+266
125
$415K 0.06%
3,639
-424
3 4
5
6 7