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
$746M
AUM Growth
+$157M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
239
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$11.6M
3
+$11.4M
4
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$10.9M
5
IQLT icon
iShares MSCI Intl Quality Factor ETF
IQLT
+$10.1M

Top Sells

1
+$3.43M
2
+$3.22M
3
+$2.93M
4
IGLB icon
iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB
+$2.84M
5
MIME
Mimecast Limited
MIME
+$1.9M

Sector Composition

1 Technology 8.62%
2 Energy 5.03%
3 Consumer Discretionary 2.8%
4 Financials 2.75%
5 Communication Services 2.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$733K 0.1%
16,159
+8,049
127
$709K 0.1%
2,777
-17
128
$703K 0.09%
13,856
-1,986
129
$658K 0.09%
5,764
-93
130
$654K 0.09%
7,578
-1,620
131
$643K 0.09%
7,828
-62
132
$623K 0.08%
+5,881
133
$608K 0.08%
5,150
+236
134
$603K 0.08%
11,668
-40
135
$589K 0.08%
+36,397
136
$582K 0.08%
2,613
+3
137
$578K 0.08%
936
-11
138
$572K 0.08%
10,003
+3,118
139
$559K 0.07%
10,146
+5,952
140
$548K 0.07%
+21,984
141
$536K 0.07%
8,368
+75
142
$532K 0.07%
5,416
-160
143
$519K 0.07%
5,291
+56
144
$493K 0.07%
2,557
+1,256
145
$475K 0.06%
4,171
-890
146
$471K 0.06%
2,479
-178
147
$465K 0.06%
2,702
+29
148
$455K 0.06%
4,291
+44
149
$450K 0.06%
+9,181
150
$449K 0.06%
4,556
+1,285
4 5
6
7 8