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
$409M
AUM Growth
+$51.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$18.2M
2
+$14.6M
3
+$12.1M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$6.81M
5
FTCS icon
First Trust Capital Strength ETF
FTCS
+$6.19M

Top Sells

1
+$11.4M
2
+$10.7M
3
+$8.12M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$7.5M
5
FPX icon
First Trust US Equity Opportunities ETF
FPX
+$5.61M

Sector Composition

1 Technology 9%
2 Energy 6.73%
3 Consumer Discretionary 3.95%
4 Healthcare 3.09%
5 Financials 2.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$376K 0.09%
1,871
+11
127
$368K 0.09%
10,758
-39
128
$353K 0.09%
15,575
+132
129
$352K 0.09%
6,039
+111
130
$351K 0.09%
+6,330
131
$344K 0.08%
3,080
+21
132
$342K 0.08%
13,248
-84
133
$340K 0.08%
+5,096
134
$330K 0.08%
+5,171
135
$316K 0.08%
+2,663
136
$304K 0.07%
+5,334
137
$292K 0.07%
9,500
-76,159
138
$286K 0.07%
4,610
+695
139
$277K 0.07%
+939
140
$275K 0.07%
+4,542
141
$265K 0.06%
2,622
+11
142
$258K 0.06%
10,785
+20
143
$255K 0.06%
13,491
+758
144
$253K 0.06%
+2,194
145
$250K 0.06%
+689
146
$244K 0.06%
+2,350
147
$232K 0.06%
+9,249
148
$229K 0.06%
2,486
+212
149
$227K 0.06%
+2,068
150
$224K 0.05%
2,010
-24,087
3 4 5
6
7