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
$849M
AUM Growth
+$57.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$19M
2
+$16.6M
3
+$11.8M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$11.7M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$7.28M

Top Sells

1
+$21.9M
2
+$12.4M
3
+$9.13M
4
STX icon
Seagate
STX
+$6.79M
5
HEZU icon
iShares Currency Hedged MSCI Eurozone ETF
HEZU
+$6.7M

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
EFAV icon
126
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.42B
$487K 0.06%
5,737
DVY icon
127
iShares Select Dividend ETF
DVY
$20.6B
$486K 0.06%
3,421
+26
PSMD icon
128
Pacer Swan SOS Moderate January ETF
PSMD
$80.7M
$453K 0.05%
14,305
+3,492
IQLT icon
129
iShares MSCI Intl Quality Factor ETF
IQLT
$13.3B
$439K 0.05%
9,938
WEC icon
130
WEC Energy
WEC
$37.6B
$426K 0.05%
3,717
+48
TRGP icon
131
Targa Resources
TRGP
$32B
$418K 0.05%
2,496
+15
FDN icon
132
First Trust Dow Jones Internet Index Fund ETF
FDN
$7.57B
$395K 0.05%
1,411
-44,316
HNDL icon
133
Strategy Shares Nasdaq 7HANDL Index ETF
HNDL
$679M
$389K 0.05%
17,441
+289
XLF icon
134
Financial Select Sector SPDR Fund
XLF
$53.7B
$380K 0.04%
7,062
-2,308
IAGG icon
135
iShares Core International Aggregate Bond Fund
IAGG
$11.2B
$378K 0.04%
7,388
NEAR icon
136
iShares Short Maturity Bond ETF
NEAR
$3.59B
$376K 0.04%
+7,339
SPYG icon
137
SPDR Portfolio S&P 500 Growth ETF
SPYG
$42.3B
$376K 0.04%
3,596
+4
IWM icon
138
iShares Russell 2000 ETF
IWM
$69.9B
$373K 0.04%
1,540
+4
LCTU icon
139
BlackRock US Carbon Transition Readiness ETF
LCTU
$1.37B
$371K 0.04%
5,112
-141
HYXU icon
140
iShares Global ex USD High Yield Corporate Bond ETF
HYXU
$66.1M
$355K 0.04%
6,384
PICB icon
141
Invesco International Corporate Bond ETF
PICB
$198M
$342K 0.04%
14,341
+114
GE icon
142
GE Aerospace
GE
$318B
$342K 0.04%
1,135
+25
FTHI icon
143
First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF
FTHI
$1.59B
$322K 0.04%
13,595
+154
GLD icon
144
SPDR Gold Trust
GLD
$135B
$317K 0.04%
893
-16
ACGL icon
145
Arch Capital
ACGL
$32.3B
$306K 0.04%
3,367
-43,289
SMH icon
146
VanEck Semiconductor ETF
SMH
$34.9B
$304K 0.04%
932
IESC icon
147
IES Holdings
IESC
$7.67B
$294K 0.03%
739
-665
VEA icon
148
Vanguard FTSE Developed Markets ETF
VEA
$178B
$285K 0.03%
4,764
+20
PEP icon
149
PepsiCo
PEP
$210B
$285K 0.03%
2,028
+113
MLI icon
150
Mueller Industries
MLI
$10.9B
$275K 0.03%
2,721
-197
4 5
6
7 8