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
$704M
AUM Growth
-$42.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
242
New
Increased
Reduced
Closed

Top Buys

1
+$3.3M
2
+$1.38M
3
+$1.14M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$1.14M
5
CMI icon
Cummins
CMI
+$930K

Top Sells

1
+$3.38M
2
+$3.07M
3
+$2.9M
4
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$2.89M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$2.83M

Sector Composition

1 Technology 7.42%
2 Energy 4.89%
3 Consumer Discretionary 2.52%
4 Financials 2.51%
5 Industrials 1.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$697K 0.1%
9,846
-371
127
$694K 0.1%
2,905
-509
128
$687K 0.1%
20,777
+477
129
$659K 0.09%
25,316
+3,332
130
$654K 0.09%
10,968
+965
131
$649K 0.09%
10,478
-6,193
132
$630K 0.09%
13,947
-26,895
133
$613K 0.09%
5,483
-2,757
134
$594K 0.08%
11,030
+1,849
135
$584K 0.08%
5,724
+308
136
$579K 0.08%
2,556
-57
137
$557K 0.08%
10,972
-2,884
138
$550K 0.08%
9,768
-6,252
139
$521K 0.07%
5,063
+507
140
$512K 0.07%
30,212
-6,185
141
$510K 0.07%
+6,565
142
$509K 0.07%
6,192
-1,636
143
$471K 0.07%
8,585
-5,061
144
$464K 0.07%
5,384
-2,194
145
$453K 0.06%
+7,080
146
$434K 0.06%
3,762
-409
147
$395K 0.06%
+1,395
148
$390K 0.06%
992
-46
149
$376K 0.05%
2,977
-2,173
150
$363K 0.05%
5,388
-95
4 5
6
7 8