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
$510M
AUM Growth
-$7.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$3.58M
2
+$3.01M
3
+$1.71M
4
DG icon
Dollar General
DG
+$1.06M
5
PFGC icon
Performance Food Group
PFGC
+$776K

Top Sells

1
+$8.28M
2
+$4.9M
3
+$3.97M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$3.66M
5
UHS icon
Universal Health Services
UHS
+$1.88M

Sector Composition

1 Technology 7.23%
2 Energy 6.89%
3 Healthcare 4.17%
4 Financials 2.63%
5 Consumer Discretionary 2.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$641K 0.13%
37,808
-402
102
$610K 0.12%
2,988
+89
103
$572K 0.11%
2,759
+75
104
$571K 0.11%
6,431
+12
105
$557K 0.11%
1,355
+82
106
$544K 0.11%
1,522
+21
107
$488K 0.1%
10,411
+1,116
108
$455K 0.09%
12,895
109
$449K 0.09%
1,992
110
$440K 0.09%
17,142
+19
111
$431K 0.08%
+17,209
112
$429K 0.08%
14,225
+1,201
113
$428K 0.08%
1,137
+23
114
$419K 0.08%
3,575
-51
115
$418K 0.08%
5,339
+20
116
$406K 0.08%
6,248
-57
117
$404K 0.08%
4,056
+696
118
$394K 0.08%
6,164
-192
119
$386K 0.08%
15,840
+81
120
$385K 0.08%
4,066
+35
121
$331K 0.07%
10,917
+318
122
$311K 0.06%
3,761
+70
123
$306K 0.06%
4,280
+61
124
$301K 0.06%
1,957
+1
125
$299K 0.06%
14,763
+243
2 3 4
5
6