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
$326M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Energy 8.36%
2 Technology 5.89%
3 Healthcare 3.69%
4 Consumer Discretionary 2.98%
5 Financials 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$224K 0.07%
+12,902
127
$214K 0.07%
+10,750
128
$147K 0.05%
+21,051
129
$45K 0.01%
+12,461
130
$40K 0.01%
+17,057