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
$619M
AUM Growth
+$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$15M
2
+$11.7M
3
+$6.56M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$2.63M
5
FLTR icon
VanEck IG Floating Rate ETF
FLTR
+$2.54M

Top Sells

1
+$2.66M
2
+$1.96M
3
+$1.38M
4
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$1.02M
5
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$959K

Sector Composition

1 Technology 8.89%
2 Energy 6.27%
3 Healthcare 3.98%
4 Financials 3.46%
5 Consumer Discretionary 2.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.39M 0.22%
3,388
+15
102
$1.38M 0.22%
13,826
+51
103
$1.38M 0.22%
17,196
+735
104
$1.36M 0.22%
+12,935
105
$1.36M 0.22%
44,364
+2,115
106
$1.35M 0.22%
9,360
+3,515
107
$1.29M 0.21%
2,760
+92
108
$1.27M 0.21%
16,418
+7,838
109
$1.26M 0.2%
21,548
+1,611
110
$1.16M 0.19%
8,559
+2,982
111
$1.15M 0.19%
29,292
+1,314
112
$1.14M 0.18%
18,365
+1,139
113
$1.04M 0.17%
10,858
+1,036
114
$1.02M 0.16%
+26,041
115
$940K 0.15%
25,366
+2,241
116
$922K 0.15%
+104,561
117
$837K 0.14%
11,604
-293
118
$820K 0.13%
3,647
+424
119
$681K 0.11%
12,655
-53
120
$672K 0.11%
129,062
+15,743
121
$670K 0.11%
1,403
+46
122
$665K 0.11%
2,678
-84
123
$620K 0.1%
13,471
+2,391
124
$612K 0.1%
5,881
+8
125
$525K 0.08%
1,201
+14
3 4
5
6 7