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
$743M
AUM Growth
-$2.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$22M
2
+$20.8M
3
+$20.5M
4
HEZU icon
iShares Currency Hedged MSCI Eurozone ETF
HEZU
+$13.4M
5
XMMO icon
Invesco S&P MidCap Momentum ETF
XMMO
+$10M

Top Sells

1
+$25.3M
2
+$23.5M
3
+$21.5M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$19M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$10.5M

Sector Composition

1 Technology 10.19%
2 Energy 6.16%
3 Financials 5.59%
4 Industrials 4.64%
5 Healthcare 3.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.24M 0.17%
24,541
-82
102
$1.17M 0.16%
5,784
-3
103
$1.07M 0.14%
20,794
+12,207
104
$970K 0.13%
1,726
+17
105
$883K 0.12%
11,528
+25
106
$787K 0.11%
17,236
+919
107
$742K 0.1%
2,863
+143
108
$741K 0.1%
6,087
-100
109
$738K 0.1%
11,951
-123
110
$736K 0.1%
2,038
+1
111
$728K 0.1%
5,731
+4
112
$666K 0.09%
6,367
-100,030
113
$645K 0.09%
1,841
-19
114
$631K 0.09%
7,613
-305,614
115
$608K 0.08%
652
-4
116
$588K 0.08%
1,104
+118
117
$585K 0.08%
7,157
+329
118
$581K 0.08%
26,887
119
$574K 0.08%
1,117
+5
120
$497K 0.07%
19,711
+1,754
121
$494K 0.07%
2,466
+14
122
$481K 0.06%
2,478
-1,385
123
$452K 0.06%
3,367
+17
124
$449K 0.06%
4,835
+6
125
$444K 0.06%
5,695
-362
3 4
5
6 7