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
$759M
AUM Growth
+$56.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$22M
2
+$12.1M
3
+$8.86M
4
VCLT icon
Vanguard Long-Term Corporate Bond ETF
VCLT
+$7.72M
5
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$6.68M

Top Sells

1
+$26.1M
2
+$9.57M
3
+$9.23M
4
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$7.89M
5
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$6.82M

Sector Composition

1 Technology 9.38%
2 Industrials 5.08%
3 Energy 4.82%
4 Financials 4.7%
5 Healthcare 3.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.88M 0.25%
3,937
+75
102
$1.85M 0.24%
23,835
+1,174
103
$1.84M 0.24%
8,877
+219
104
$1.77M 0.23%
15,088
+182
105
$1.76M 0.23%
15,049
-253
106
$1.61M 0.21%
12,347
+583
107
$1.6M 0.21%
3,083
+62
108
$1.54M 0.2%
3,055
+107
109
$1.35M 0.18%
28,791
-436
110
$1.27M 0.17%
2,404
-125
111
$1.25M 0.16%
6,141
-128,887
112
$984K 0.13%
27,799
+602
113
$966K 0.13%
1,676
-23
114
$876K 0.12%
11,444
+126
115
$811K 0.11%
6,152
+263
116
$779K 0.1%
2,075
-818
117
$760K 0.1%
6,467
-21,152
118
$758K 0.1%
12,089
-21
119
$723K 0.1%
3,649
+14
120
$714K 0.09%
2,730
-75
121
$691K 0.09%
1
122
$680K 0.09%
14,550
-347
123
$633K 0.08%
+3,722
124
$601K 0.08%
1,050
+1
125
$556K 0.07%
948
3 4
5
6 7