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
$517M
AUM Growth
-$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$7.43M
2
+$3.45M
3
+$1.76M
4
GPC icon
Genuine Parts
GPC
+$1.48M
5
CAH icon
Cardinal Health
CAH
+$1.48M

Top Sells

1
+$4.79M
2
+$3.91M
3
+$3.65M
4
AAPL icon
Apple
AAPL
+$3.5M
5
V icon
Visa
V
+$3.14M

Sector Composition

1 Technology 7.5%
2 Energy 7.42%
3 Healthcare 4.65%
4 Financials 2.65%
5 Consumer Discretionary 2.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$656K 0.13%
13,412
-364
102
$614K 0.12%
38,210
+1,785
103
$595K 0.12%
+108,851
104
$523K 0.1%
6,419
-1,022
105
$509K 0.1%
1,501
+80
106
$489K 0.09%
1,273
-25
107
$437K 0.08%
3,626
+14
108
$430K 0.08%
9,295
+536
109
$426K 0.08%
+6,305
110
$423K 0.08%
5,319
-56
111
$418K 0.08%
12,895
-2,905
112
$414K 0.08%
1,992
-15,110
113
$397K 0.08%
15,759
-3,486
114
$391K 0.08%
1,114
+108
115
$378K 0.07%
+4,031
116
$372K 0.07%
6,356
-863
117
$345K 0.07%
+17,123
118
$331K 0.06%
2,684
+1,811
119
$327K 0.06%
+10,599
120
$326K 0.06%
3,360
-241
121
$323K 0.06%
3,691
+111
122
$297K 0.06%
1,956
+9
123
$286K 0.06%
+13,024
124
$284K 0.06%
14,520
+472
125
$277K 0.05%
4,219
+41
3 4
5
6 7