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
$358M
AUM Growth
+$31.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$19.2M
2
+$19.1M
3
+$5.61M
4
SPGP icon
Invesco S&P 500 GARP ETF
SPGP
+$2.63M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.92M

Top Sells

1
+$18.1M
2
+$17.5M
3
+$15.2M
4
FTCS icon
First Trust Capital Strength ETF
FTCS
+$4.87M
5
CVX icon
Chevron
CVX
+$1.99M

Sector Composition

1 Energy 7.84%
2 Technology 6.66%
3 Consumer Discretionary 3.75%
4 Healthcare 3.45%
5 Financials 2.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$235K 0.07%
1,409
-480
127
$226K 0.06%
+3,915
128
$223K 0.06%
+7,400
129
$223K 0.06%
12,733
-169
130
$221K 0.06%
+4,148
131
$203K 0.06%
+2,274
132
$201K 0.06%
+7,299
133
$181K 0.05%
23,264
+2,213
134
$162K 0.05%
+11,276
135
– –
-5,019
136
– –
-29,922
137
– –
-12,461
138
– –
-4,401
139
– –
-100,908
140
– –
-36,695
141
– –
-1,802
142
– –
-7,670
143
– –
-1,839
144
– –
-1,303
145
– –
-3,642
146
– –
-4,642
147
– –
-7,968
148
– –
-6,496
149
– –
-7,816
150
– –
-100,711
3 4 5
6
7