IWS

Insight Wealth Strategies Portfolio holdings

AUM $896M
1-Year Est. Return 24.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$849M
AUM Growth
+$57.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$18.9M
2
+$16.1M
3
+$11.8M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$11.4M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$6.89M

Top Sells

1
+$21.9M
2
+$12.1M
3
+$8.81M
4
BKLN icon
Invesco Senior Loan ETF
BKLN
+$6.59M
5
HEZU icon
iShares Currency Hedged MSCI Eurozone ETF
HEZU
+$6.5M

Sector Composition

1 Technology 14.62%
2 Energy 6.3%
3 Industrials 4.79%
4 Healthcare 3.8%
5 Financials 3.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.19M 0.14%
49,683
+20,584
102
$1.11M 0.13%
1,654
-144
103
$1.08M 0.13%
11,538
+1,497
104
$1.04M 0.12%
11,458
+33
105
$983K 0.12%
19,088
+682
106
$944K 0.11%
5,740
+4
107
$856K 0.1%
30,603
+17,504
108
$830K 0.1%
5,742
-371
109
$814K 0.1%
11,957
+29
110
$811K 0.1%
17,535
+281
111
$794K 0.09%
6,620
+50
112
$761K 0.09%
16,335
+6,023
113
$730K 0.09%
29,301
+106
114
$710K 0.08%
5,971
-121
115
$695K 0.08%
+25,292
116
$679K 0.08%
1,109
+32
117
$660K 0.08%
+20,877
118
$640K 0.08%
1,875
+29
119
$634K 0.07%
7,076
-543
120
$592K 0.07%
11,650
-34
121
$583K 0.07%
3,524
+968
122
$565K 0.07%
4,678
-162
123
$558K 0.07%
1,111
-19
124
$532K 0.06%
1,136
-902
125
$527K 0.06%
2,443
+9
3 4
5
6 7