IWS
Insight Wealth Strategies Portfolio holdings
AUM
$792M
1-Year Return
14.91%
This Quarter Return
+0.5%
1 Year Return
+14.91%
3 Year Return
+42.7%
5 Year Return
+61.4%
10 Year Return
–
AUM
$426M
AUM Growth
+$16.6M
(+4.1%)
Cap. Flow
+$17.9M
Cap. Flow
% of AUM
4.19%
Top 10 Holdings %
Top 10 Hldgs %
47.48%
Holding
199
New
41
Increased
113
Reduced
29
Closed
14
Top Buys
| 1 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
$18.1M |
| 2 |
iShares Core International Aggregate Bond Fund
IAGG
|
$13.3M |
| 3 |
Chevron
CVX
|
$4.61M |
| 4 |
iShares S&P 500 Growth ETF
IVW
|
$3.48M |
| 5 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$3.01M |
Top Sells
| 1 |
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
|
$20.9M |
| 2 |
SPDR Portfolio Emerging Markets ETF
SPEM
|
$17.7M |
| 3 |
JPMorgan Ultra-Short Income ETF
JPST
|
$14.3M |
| 4 |
iShares Short Maturity Bond ETF
NEAR
|
$12.1M |
| 5 |
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% |
