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
$681M
AUM Growth
+$62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$13M
2
+$12.7M
3
+$8.29M
4
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$6.32M
5
EWJ icon
iShares MSCI Japan ETF
EWJ
+$6.22M

Top Sells

1
+$21.3M
2
+$18.9M
3
+$8.53M
4
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$6.51M
5
BKLN icon
Invesco Senior Loan ETF
BKLN
+$3.4M

Sector Composition

1 Technology 11.11%
2 Energy 5.62%
3 Financials 4.24%
4 Industrials 3.75%
5 Consumer Staples 3.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.73M 0.25%
62,358
-13,012
102
$1.72M 0.25%
33,445
+1,097
103
$1.71M 0.25%
156,622
+52,061
104
$1.71M 0.25%
13,586
+651
105
$1.7M 0.25%
8,266
+119
106
$1.66M 0.24%
10,664
+2,105
107
$1.65M 0.24%
9,166
-4,731
108
$1.6M 0.24%
13,725
+9,577
109
$1.53M 0.22%
25,442
-1,222
110
$1.53M 0.22%
2,943
-12
111
$1.52M 0.22%
14,776
-2,420
112
$1.5M 0.22%
2,783
+29
113
$1.49M 0.22%
21,880
+332
114
$1.3M 0.19%
1,056
-380
115
$1.21M 0.18%
28,557
-735
116
$1.16M 0.17%
27,468
+1,427
117
$1.13M 0.17%
2,357
+1,156
118
$1.05M 0.15%
26,480
+1,114
119
$1M 0.15%
3,823
+176
120
$869K 0.13%
2,577
+1,146
121
$837K 0.12%
11,455
-149
122
$774K 0.11%
1,473
+70
123
$754K 0.11%
+4,954
124
$721K 0.11%
12,423
-232
125
$690K 0.1%
5,885
+4
3 4
5
6 7