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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
$896M
AUM Growth
+$23.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
188
New
Increased
Reduced
Closed

Top Buys

1
+$26.8M
2
+$22.5M
3
+$16.5M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$12.2M
5
IHE icon
iShares US Pharmaceuticals ETF
IHE
+$10.4M

Top Sells

1
+$25.7M
2
+$13.2M
3
+$12.8M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$11M
5
TFLR icon
T. Rowe Price Floating Rate ETF
TFLR
+$10.6M

Sector Composition

1 Technology 12.53%
2 Energy 7.04%
3 Healthcare 5.9%
4 Industrials 4.34%
5 Financials 2.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IVVW icon
126
iShares S&P 500 BuyWrite ETF
IVVW
$303M
$554K 0.06%
12,694
-7,387
IWF icon
127
iShares Russell 1000 Growth ETF
IWF
$123B
$519K 0.06%
4,868
+300
VIG icon
128
Vanguard Dividend Appreciation ETF
VIG
$109B
$508K 0.06%
2,362
-80
VIGI icon
129
Vanguard International Dividend Appreciation ETF
VIGI
$8.71B
$499K 0.06%
5,641
-1,442
GPIX icon
130
Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF
GPIX
$4.41B
$478K 0.05%
+9,556
DVY icon
131
iShares Select Dividend ETF
DVY
$23.2B
$478K 0.05%
3,154
+21
IVW icon
132
iShares S&P 500 Growth ETF
IVW
$72.2B
$469K 0.05%
4,149
+3
VYM icon
133
Vanguard High Dividend Yield ETF
VYM
$78.3B
$450K 0.05%
3,036
-87,567
IAGG icon
134
iShares Core International Aggregate Bond Fund
IAGG
$10.7B
$433K 0.05%
8,663
+690
EUHY
135
iShares Euro High Yield Corporate Bond USD Hedged ETF
EUHY
$231M
$404K 0.05%
7,702
+755
PICB icon
136
Invesco International Corporate Bond ETF
PICB
$352M
$391K 0.04%
16,928
+1,679
EFAV icon
137
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.09B
$378K 0.04%
4,137
-1,629
WEC icon
138
WEC Energy
WEC
$38.7B
$370K 0.04%
3,199
-545
LCTU icon
139
iShares U.S. Carbon Transition Readiness Aware Active ETF
LCTU
$1.46B
$360K 0.04%
5,128
+43
SMH icon
140
VanEck Semiconductor ETF
SMH
$78.4B
$358K 0.04%
935
GE icon
141
GE Aerospace
GE
$385B
$354K 0.04%
1,248
+35
IESC icon
142
IES Holdings
IESC
$14.2B
$352K 0.04%
739
IPKW icon
143
Invesco International BuyBack Achievers ETF
IPKW
$510M
$351K 0.04%
6,237
+735
EFV icon
144
iShares MSCI EAFE Value ETF
EFV
$24B
$338K 0.04%
+4,547
IWM icon
145
iShares Russell 2000 ETF
IWM
$82.4B
$334K 0.04%
1,345
-200
VEA icon
146
Vanguard FTSE Developed Markets ETF
VEA
$227B
$330K 0.04%
5,152
+604
GLD icon
147
SPDR Gold Trust
GLD
$133B
$329K 0.04%
764
PEP icon
148
PepsiCo
PEP
$193B
$329K 0.04%
2,116
-15
FTHI icon
149
First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF
FTHI
$2.29B
$319K 0.04%
13,920
+166
FLJP icon
150
Franklin FTSE Japan ETF
FLJP
$3.8B
$317K 0.04%
8,754
4 5
6
7 8