IWS

Insight Wealth Strategies Portfolio holdings

AUM $872M
1-Year Est. Return 20.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$792M
AUM Growth
+$48.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1
+$21.4M
2
+$11.5M
3
+$10.9M
4
ICVT icon
iShares Convertible Bond ETF
ICVT
+$10.4M
5
BKGI icon
BNY Mellon Global Infrastructure Income ETF
BKGI
+$9.24M

Top Sells

1
+$21.8M
2
+$17.9M
3
+$11.1M
4
XOP icon
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
+$9.86M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$9.36M

Sector Composition

1 Technology 14.18%
2 Financials 5.2%
3 Energy 5.18%
4 Industrials 4.7%
5 Healthcare 2.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$940K 0.12%
11,425
-103
102
$896K 0.11%
10,041
+2,884
103
$856K 0.11%
2,038
104
$854K 0.11%
5,736
+5
105
$850K 0.11%
6,570
+50
106
$829K 0.1%
2,757
-106
107
$789K 0.1%
17,254
+18
108
$772K 0.1%
11,928
-23
109
$765K 0.1%
6,113
+26
110
$721K 0.09%
29,195
+9,484
111
$702K 0.09%
29,099
+16,622
112
$687K 0.09%
7,619
+6
113
$676K 0.09%
6,092
-275
114
$656K 0.08%
1,846
+5
115
$611K 0.08%
1,077
-40
116
$591K 0.07%
11,684
-353,931
117
$553K 0.07%
1,130
+26
118
$532K 0.07%
22,726
-4,161
119
$527K 0.07%
4,840
+5
120
$502K 0.06%
2,434
-44
121
$493K 0.06%
9,370
-177,813
122
$484K 0.06%
5,737
+42
123
$476K 0.06%
1,097
124
$474K 0.06%
10,312
+3,804
125
$460K 0.06%
3,395
+28
3 4
5
6 7