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
$539M
AUM Growth
+$89.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$10.9M
3
+$5.25M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$4.8M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$4.22M

Top Sells

1
+$7.55M
2
+$6.4M
3
+$3.2M
4
MBB icon
iShares MBS ETF
MBB
+$2.84M
5
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$2.58M

Sector Composition

1 Technology 7.97%
2 Energy 3.9%
3 Consumer Discretionary 2.26%
4 Financials 2.08%
5 Communication Services 1.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$369K 0.07%
17,118
-17
127
$366K 0.07%
991
+60
128
$361K 0.07%
1,664
+1
129
$359K 0.07%
5,827
+128
130
$342K 0.06%
3,366
+21
131
$341K 0.06%
4,172
+766
132
$339K 0.06%
12,745
-2,059
133
$335K 0.06%
4,847
-2,851
134
$329K 0.06%
2,373
+258
135
$325K 0.06%
+8,818
136
$318K 0.06%
3,173
+755
137
$316K 0.06%
1,001
+161
138
$316K 0.06%
1,027
+33
139
$315K 0.06%
3,913
+41
140
$309K 0.06%
2,749
-3,368
141
$309K 0.06%
5,245
-11
142
$307K 0.06%
8,092
-18,792
143
$306K 0.06%
4,685
-4,066
144
$305K 0.06%
1,098
+58
145
$298K 0.06%
5,347
-441
146
$292K 0.05%
+10,183
147
$292K 0.05%
9,294
-846
148
$287K 0.05%
3,242
+576
149
$286K 0.05%
3,673
-1,082
150
$284K 0.05%
1,255
+76
4 5
6
7 8