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
$472M
AUM Growth
+$46.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1
+$3.42M
2
+$3.25M
3
+$2.77M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$2.48M
5
BKLN icon
Invesco Senior Loan ETF
BKLN
+$2.41M

Top Sells

1
+$2.88M
2
+$2.44M
3
+$2.19M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$1.98M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$1.89M

Sector Composition

1 Technology 10.5%
2 Energy 7.25%
3 Consumer Discretionary 3.61%
4 Financials 3.44%
5 Healthcare 3.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$485K 0.1%
2,742
+15
127
$484K 0.1%
9,021
+3,170
128
$478K 0.1%
1,479
-909
129
$474K 0.1%
3,333
+1,375
130
$473K 0.1%
3,787
+971
131
$471K 0.1%
5,276
+1,767
132
$470K 0.1%
9,842
-3
133
$468K 0.1%
4,451
+1,291
134
$462K 0.1%
4,529
+2,432
135
$456K 0.1%
24,434
+9,122
136
$456K 0.1%
2,143
-218
137
$455K 0.1%
7,584
+2,147
138
$447K 0.09%
7,040
+2,538
139
$444K 0.09%
3,369
+1,054
140
$443K 0.09%
+12,277
141
$441K 0.09%
5,902
-2,295
142
$432K 0.09%
28,758
+9,778
143
$432K 0.09%
8,443
+2,982
144
$430K 0.09%
2,019
+11
145
$429K 0.09%
5,048
+1,698
146
$426K 0.09%
3,739
-709
147
$418K 0.09%
8,297
+347
148
$417K 0.09%
14,118
+4,568
149
$409K 0.09%
+5,124
150
$401K 0.08%
1,772
-22
4 5
6
7 8