IWS
Insight Wealth Strategies Portfolio holdings
AUM
$792M
1-Year Return
14.91%
This Quarter Return
+3.1%
1 Year Return
+14.91%
3 Year Return
+42.7%
5 Year Return
+61.4%
10 Year Return
–
AUM
$409M
AUM Growth
+$51.3M
(+14%)
Cap. Flow
+$43.1M
Cap. Flow
% of AUM
10.53%
Top 10 Holdings %
Top 10 Hldgs %
49.18%
Holding
172
New
38
Increased
89
Reduced
30
Closed
14
Top Buys
| 1 |
Consumer Discretionary Select Sector SPDR Fund
XLY
|
$18.2M |
| 2 |
iShares Russell Mid-Cap Growth ETF
IWP
|
$14.6M |
| 3 |
SPDR Bloomberg Convertible Securities ETF
CWB
|
$12.1M |
| 4 |
Schwab US Mid-Cap ETF
SCHM
|
$6.81M |
| 5 |
First Trust Capital Strength ETF
FTCS
|
$6.19M |
Top Sells
Sector Composition
| 1 | Technology | 9% |
| 2 | Energy | 6.73% |
| 3 | Consumer Discretionary | 3.95% |
| 4 | Healthcare | 3.09% |
| 5 | Financials | 2.81% |
