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
$746M
AUM Growth
-$13.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$14.7M
2
+$11M
3
+$10.8M
4
FDN icon
First Trust Dow Jones Internet Index Fund ETF
FDN
+$8.45M
5
GLTR icon
abrdn Physical Precious Metals Basket Shares ETF
GLTR
+$6.33M

Top Sells

1
+$12.6M
2
+$11.7M
3
+$10.8M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$8.86M
5
EWJ icon
iShares MSCI Japan ETF
EWJ
+$6.73M

Sector Composition

1 Technology 10.73%
2 Energy 5.74%
3 Financials 5.2%
4 Industrials 5.19%
5 Healthcare 3.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.26M 0.17%
24,623
-13,280
102
$1.2M 0.16%
5,787
-354
103
$1.1M 0.15%
2,720
-10
104
$1.06M 0.14%
28,550
+751
105
$1.01M 0.13%
1,709
+33
106
$896K 0.12%
11,503
+59
107
$818K 0.11%
2,037
-38
108
$798K 0.11%
5,727
-425
109
$756K 0.1%
3,863
+214
110
$747K 0.1%
6,187
-280
111
$741K 0.1%
12,074
-15
112
$732K 0.1%
16,317
+1,767
113
$625K 0.08%
1,067
+17
114
$616K 0.08%
+26,887
115
$599K 0.08%
1,112
-1,292
116
$588K 0.08%
1,860
+52
117
$585K 0.08%
6,560
+120
118
$568K 0.08%
3,737
+15
119
$516K 0.07%
6,828
+668
120
$490K 0.07%
4,829
-766
121
$459K 0.06%
17,957
+141
122
$450K 0.06%
1,096
-18
123
$447K 0.06%
986
+514
124
$440K 0.06%
3,350
+24
125
$440K 0.06%
+8,587
3 4
5
6 7