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
$376M
AUM Growth
-$96.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
206
New
Increased
Reduced
Closed

Top Buys

1
+$27.1M
2
+$24.6M
3
+$22.9M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$22.2M
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$19M

Top Sells

1
+$23.7M
2
+$20.2M
3
+$17.6M
4
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$16.2M
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$13.5M

Sector Composition

1 Energy 5.51%
2 Technology 4.66%
3 Consumer Discretionary 1.75%
4 Communication Services 1.46%
5 Healthcare 1.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$263K 0.07%
+3,294
127
$262K 0.07%
3,354
+240
128
$254K 0.07%
2,952
+486
129
$249K 0.07%
7,123
+1,355
130
$243K 0.06%
1,724
-3,808
131
$232K 0.06%
9,574
132
$232K 0.06%
7,229
-12,327
133
$229K 0.06%
+1,177
134
$228K 0.06%
5,581
+610
135
$225K 0.06%
3,723
-2,156
136
$223K 0.06%
1,023
-2,057
137
$216K 0.06%
1,142
-1,837
138
$213K 0.06%
8,762
+144
139
$213K 0.06%
9,474
+73
140
$208K 0.06%
+3,501
141
$208K 0.06%
+2,574
142
$208K 0.06%
4,489
+467
143
$205K 0.05%
5,211
-7,840
144
$204K 0.05%
1,475
-2,627
145
$203K 0.05%
2,368
-2,317
146
$202K 0.05%
29,318
+96
147
$157K 0.04%
11,833
+88
148
$149K 0.04%
5,298
-6,979
149
$102K 0.03%
25,000
150
$92K 0.02%
10,014
-25,969
4 5
6
7 8