IWS
Insight Wealth Strategies Portfolio holdings
AUM $743M
AUM
$743M
AUM Growth
-$2.95M (-0.4%)
Cap. Flow
+$28.3M
Cap. Flow % of AUM
3.81%
Top 10 Holdings %Top 10 Hldgs %
34.52%
Holding
166
New
14
Increased
92
Reduced
47
Closed
8
Top Buys
| 1 | $22M | |
| 2 | $20.8M | |
| 3 | $20.5M | |
| 4 | $13.4M | |
| 5 | $10M |
Top Sells
| 1 | $25.3M | |
| 2 | $23.5M | |
| 3 | $21.5M | |
| 4 | $19M | |
| 5 | $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 | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $407K | 0.05% | 1,097 +1 | +0.1% | +$371 | |||
| $406K | 0.05% | 3,727 +32 | +0.9% | +$3.49K | |||
| $356K | 0.05% | 16,867 +278 | +2% | +$5.86K | |||
| $353K | 0.05% | 12,098 | New | +$353K | |||
| $333K | 0.04% | 6,574 +12 | +0.2% | +$608 | |||
| $327K | 0.04% | 7,842 -309 | -4% | -$12.9K | |||
| $312K | 0.04% | 5,143 -64 | -1% | -$3.88K | |||
| $305K | 0.04% | 1,528 +3 | +0.2% | +$599 | |||
| $303K | 0.04% | 6,508 | New | +$303K | |||
| $300K | 0.04% | 12,477 | New | +$300K | |||
| $291K | 0.04% | 13,290 +152 | +1% | +$3.32K | |||
| $288K | 0.04% | 3,587 +6 | +0.2% | +$482 | |||
| $285K | 0.04% | 1,903 -1,834 | -49% | -$275K | |||
| $281K | 0.04% | 2,085 +11 | +0.5% | +$1.48K | |||
| $253K | 0.03% | 9,517 +178 | +2% | +$4.73K | |||
| $252K | 0.03% | 11,127 +79 | +0.7% | +$1.79K | |||
| $246K | 0.03% | 25,878 +495 | +2% | +$4.7K | |||
| $240K | 0.03% | 3,174 | New | +$240K | |||
| $238K | 0.03% | 5,998 | – | – | |||
| $234K | 0.03% | 38,851 +233 | +0.6% | +$1.4K | |||
| $228K | 0.03% | 2,991 -34,193 | -92% | -$2.6M | |||
| $221K | 0.03% | 805 +1 | +0.1% | +$275 | |||
| $221K | 0.03% | 1,338 | – | – | |||
| $221K | 0.03% | 906 | – | – | |||
| $220K | 0.03% | 7,662 | New | +$220K |
