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
$426M
AUM Growth
+$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1
+$18.1M
2
+$13.3M
3
+$4.61M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$3.48M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$3.01M

Top Sells

1
+$20.9M
2
+$17.7M
3
+$14.3M
4
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$12.1M
5
SPGP icon
Invesco S&P 500 GARP ETF
SPGP
+$2.49M

Sector Composition

1 Technology 10.51%
2 Energy 7.22%
3 Consumer Discretionary 3.89%
4 Financials 3.37%
5 Healthcare 3.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$446K 0.1%
7,320
-160
127
$446K 0.1%
2,361
+5
128
$445K 0.1%
+5,761
129
$425K 0.1%
+7,303
130
$419K 0.1%
5,712
+451
131
$414K 0.1%
12,170
+1,239
132
$409K 0.1%
+11,741
133
$401K 0.09%
7,950
-283,102
134
$397K 0.09%
4,340
-7,322
135
$389K 0.09%
2,008
+137
136
$388K 0.09%
5,945
+24
137
$387K 0.09%
6,549
-8,626
138
$376K 0.09%
3,196
+116
139
$374K 0.09%
+19,428
140
$373K 0.09%
1,794
141
$369K 0.09%
3,160
+810
142
$368K 0.09%
+6,071
143
$364K 0.09%
+3,263
144
$360K 0.08%
6,977
+2,479
145
$350K 0.08%
2,816
+748
146
$331K 0.08%
5,512
+902
147
$330K 0.08%
+5,851
148
$321K 0.08%
2,010
+704
149
$307K 0.07%
13,606
-1,969
150
$301K 0.07%
+2,315
4 5
6
7 8