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
$538M
AUM Growth
-$140M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$3.41M
2
+$3.33M
3
+$3.05M
4
GILD icon
Gilead Sciences
GILD
+$1.54M
5
CVS icon
CVS Health
CVS
+$1.45M

Top Sells

1
+$22.9M
2
+$17.1M
3
+$8.57M
4
CVX icon
Chevron
CVX
+$3.02M
5
QLYS icon
Qualys
QLYS
+$2.31M

Sector Composition

1 Technology 8.76%
2 Energy 6.22%
3 Financials 3.66%
4 Healthcare 3.64%
5 Consumer Discretionary 3.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$858K 0.16%
1,599
-57
102
$779K 0.14%
13,776
-23,959
103
$776K 0.14%
2,593
-98
104
$717K 0.13%
3,378
-341
105
$694K 0.13%
5,705
+458
106
$692K 0.13%
14,518
-5,675
107
$680K 0.13%
8,903
+959
108
$666K 0.12%
1,421
-11
109
$623K 0.12%
7,441
-204,606
110
$588K 0.11%
2,619
+30
111
$530K 0.1%
29,391
-1,427
112
$509K 0.09%
36,425
-1,562
113
$492K 0.09%
1,298
+360
114
$489K 0.09%
15,800
-741,399
115
$460K 0.09%
19,245
+9,756
116
$438K 0.08%
3,137
-64
117
$436K 0.08%
7,219
-262
118
$425K 0.08%
3,612
-162
119
$416K 0.08%
8,759
+45
120
$366K 0.07%
3,601
-341
121
$349K 0.06%
1,006
122
$308K 0.06%
1,705
-29
123
$300K 0.06%
5,375
+25
124
$289K 0.05%
14,048
-589
125
$279K 0.05%
1,947
+4
3 4
5
6 7