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
$523M
AUM Growth
+$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$17.7M
2
+$6.88M
3
+$4.94M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$3.6M
5
BLMN icon
Bloomin' Brands
BLMN
+$819K

Top Sells

1
+$26.7M
2
+$4.41M
3
+$2.17M
4
SPGI icon
S&P Global
SPGI
+$1.86M
5
CHTR icon
Charter Communications
CHTR
+$544K

Sector Composition

1 Technology 8.23%
2 Energy 6.6%
3 Healthcare 3.86%
4 Consumer Discretionary 2.77%
5 Industrials 2.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$746K 0.14%
27,776
+1,243
102
$732K 0.14%
37,197
-611
103
$714K 0.14%
2,729
-30
104
$629K 0.12%
6,439
+8
105
$626K 0.12%
3,021
+33
106
$605K 0.12%
1,357
+2
107
$552K 0.11%
14,187
-38
108
$520K 0.1%
108,150
+232
109
$493K 0.09%
+10,860
110
$493K 0.09%
10,471
+60
111
$462K 0.09%
12,985
+90
112
$456K 0.09%
1,120
-17
113
$455K 0.09%
5,363
+24
114
$435K 0.08%
1,832
-160
115
$433K 0.08%
17,303
+94
116
$394K 0.08%
19,360
+4,597
117
$392K 0.08%
6,236
-12
118
$379K 0.07%
5,221
+941
119
$378K 0.07%
11,008
+91
120
$377K 0.07%
3,332
-243
121
$377K 0.07%
4,271
+205
122
$375K 0.07%
5,326
-838
123
$336K 0.06%
1,221
+1
124
$315K 0.06%
1,939
-18
125
$310K 0.06%
1,096
2 3 4
5
6