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
$449M
AUM Growth
+$73.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
183
New
Increased
Reduced
Closed

Top Buys

1
+$3.41M
2
+$2.23M
3
+$2.16M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$2.02M
5
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$1.96M

Top Sells

1
+$2.68M
2
+$1.17M
3
+$1.07M
4
AAPL icon
Apple
AAPL
+$890K
5
UNH icon
UnitedHealth
UNH
+$842K

Sector Composition

1 Technology 6.24%
2 Energy 5.6%
3 Consumer Discretionary 2.2%
4 Communication Services 1.99%
5 Financials 1.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$306K 0.07%
1,947
+472
127
$304K 0.07%
4,755
+96
128
$302K 0.07%
2,028
+54
129
$297K 0.07%
3,127
-1,851
130
$293K 0.07%
5,788
-4,000
131
$287K 0.06%
3,445
+91
132
$287K 0.06%
3,630
-1,858
133
$282K 0.06%
5,256
-21,747
134
$282K 0.06%
994
-230
135
$280K 0.06%
+2,115
136
$278K 0.06%
+1,269
137
$278K 0.06%
1,642
-82
138
$271K 0.06%
3,406
+112
139
$263K 0.06%
9,529
-45
140
$258K 0.06%
+840
141
$258K 0.06%
1,040
-358
142
$257K 0.06%
995
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143
$254K 0.06%
+1,903
144
$253K 0.06%
+1,179
145
$247K 0.06%
34,496
+5,178
146
$244K 0.05%
+2,499
147
$242K 0.05%
1,898
-1,044
148
$241K 0.05%
5,780
+199
149
$241K 0.05%
9,080
+318
150
$241K 0.05%
4,607
+118
4 5
6
7 8