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
$678M
AUM Growth
-$23.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$6.07M
3
+$4.83M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$4.77M
5
BKLN icon
Invesco Senior Loan ETF
BKLN
+$4.4M

Top Sells

1
+$12.8M
2
+$12.7M
3
+$11.1M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$4.17M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$4.13M

Sector Composition

1 Technology 9.48%
2 Energy 5.57%
3 Financials 3.36%
4 Consumer Discretionary 3.04%
5 Healthcare 2.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.08M 0.16%
20,193
+4,620
102
$1.08M 0.16%
1,656
+43
103
$1.06M 0.16%
28,410
+2,730
104
$1.04M 0.15%
2,691
+49
105
$1.01M 0.15%
31,362
+5,392
106
$930K 0.14%
2,589
+9
107
$929K 0.14%
+34,282
108
$904K 0.13%
16,850
+35
109
$870K 0.13%
30,818
+2,071
110
$867K 0.13%
2,392
+1,623
111
$855K 0.13%
26,406
+150
112
$838K 0.12%
26,187
+1,025
113
$781K 0.12%
1,432
+76
114
$781K 0.12%
10,103
+14
115
$768K 0.11%
+5,247
116
$767K 0.11%
3,201
+130
117
$765K 0.11%
6,116
+8
118
$723K 0.11%
7,944
+1,335
119
$571K 0.08%
7,481
-771
120
$570K 0.08%
1,308
+67
121
$549K 0.08%
+2,673
122
$491K 0.07%
37,987
+3,486
123
$484K 0.07%
3,774
-65
124
$446K 0.07%
8,714
+40
125
$425K 0.06%
938
+179
3 4
5
6 7