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
$589M
AUM Growth
+$50.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
229
New
Increased
Reduced
Closed

Top Buys

1
+$4.66M
2
+$3.4M
3
+$1.8M
4
PAGS icon
PagSeguro Digital
PAGS
+$1.76M
5
PAYC icon
Paycom
PAYC
+$1.65M

Top Sells

1
+$5.26M
2
+$4.57M
3
+$4.09M
4
BKLN icon
Invesco Senior Loan ETF
BKLN
+$3.36M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$2.73M

Sector Composition

1 Technology 9.33%
2 Energy 4.49%
3 Consumer Discretionary 2.53%
4 Financials 2.36%
5 Communication Services 2.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$423K 0.07%
4,247
-545
127
$419K 0.07%
3,014
-640
128
$413K 0.07%
8,293
-1,614
129
$406K 0.07%
6,546
-833
130
$406K 0.07%
6,718
-589
131
$402K 0.07%
1,665
+1
132
$397K 0.07%
+9,463
133
$397K 0.07%
1,303
+302
134
$397K 0.07%
+4,569
135
$388K 0.07%
3,212
+39
136
$375K 0.06%
47,572
+12,909
137
$372K 0.06%
6,885
+2,090
138
$370K 0.06%
13,650
+905
139
$369K 0.06%
2,486
+113
140
$365K 0.06%
5,347
141
$361K 0.06%
+10,404
142
$359K 0.06%
2,981
-336
143
$356K 0.06%
11,636
+1,453
144
$356K 0.06%
1,035
+8
145
$349K 0.06%
2,624
-4,211
146
$349K 0.06%
1,112
+14
147
$346K 0.06%
7,939
-242
148
$343K 0.06%
2,708
-480
149
$341K 0.06%
1,603
+116
150
$340K 0.06%
3,310
-56
4 5
6
7 8