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
$703M
AUM Growth
+$21.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$11.5M
2
+$8.64M
3
+$4.38M
4
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$4.35M
5
AMGN icon
Amgen
AMGN
+$3.87M

Top Sells

1
+$15.2M
2
+$8.77M
3
+$8.29M
4
FISV
Fiserv Inc
FISV
+$2.86M
5
UNM icon
Unum
UNM
+$2.24M

Sector Composition

1 Technology 11.19%
2 Energy 5.51%
3 Industrials 4.12%
4 Financials 3.95%
5 Healthcare 3.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.76M 0.25%
15,302
+261
102
$1.74M 0.25%
25,709
+267
103
$1.69M 0.24%
3,862
+120
104
$1.64M 0.23%
3,021
+78
105
$1.62M 0.23%
14,113
+388
106
$1.54M 0.22%
9,508
+342
107
$1.5M 0.21%
14,906
+130
108
$1.48M 0.21%
11,226
+562
109
$1.44M 0.2%
2,948
+165
110
$1.37M 0.19%
22,661
+781
111
$1.31M 0.19%
1,027
-29
112
$1.28M 0.18%
29,227
+670
113
$1.26M 0.18%
2,529
+172
114
$1.22M 0.17%
28,052
+584
115
$1.05M 0.15%
2,893
+316
116
$1.01M 0.14%
27,197
+717
117
$930K 0.13%
1,699
+226
118
$924K 0.13%
5,038
+84
119
$816K 0.12%
11,318
-137
120
$788K 0.11%
10,737
+743
121
$751K 0.11%
5,889
+4
122
$698K 0.1%
12,110
-313
123
$669K 0.1%
14,897
+440
124
$664K 0.09%
3,635
+623
125
$612K 0.09%
1
3 4
5
6 7