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
$518M
AUM Growth
-$4.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$19.7M
2
+$16.8M
3
+$9.4M
4
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$8.43M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$3.42M

Top Sells

1
+$17.5M
2
+$16.3M
3
+$10.1M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$7.45M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$5.32M

Sector Composition

1 Technology 8.57%
2 Energy 7.97%
3 Healthcare 3.9%
4 Consumer Discretionary 2.88%
5 Financials 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$896K 0.17%
9,822
+770
102
$819K 0.16%
+7,249
103
$807K 0.16%
11,897
-1,157
104
$795K 0.15%
13,501
+565
105
$740K 0.14%
3,223
+202
106
$728K 0.14%
8,580
+725
107
$720K 0.14%
+9,038
108
$694K 0.13%
113,319
+5,169
109
$691K 0.13%
2,762
+33
110
$629K 0.12%
12,708
-1,788
111
$590K 0.11%
5,577
+522
112
$583K 0.11%
1,357
113
$557K 0.11%
5,873
-566
114
$487K 0.09%
6,493
+257
115
$483K 0.09%
11,080
+220
116
$478K 0.09%
5,382
+19
117
$475K 0.09%
10,534
+63
118
$466K 0.09%
1,187
+67
119
$443K 0.09%
15,859
+1,672
120
$436K 0.08%
12,985
121
$418K 0.08%
1,818
-14
122
$414K 0.08%
17,400
+97
123
$400K 0.08%
5,807
+586
124
$380K 0.07%
+3,865
125
$375K 0.07%
19,613
+253
2 3 4
5
6