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
$711M
AUM Growth
+$7.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1
+$4.49M
2
+$4.45M
3
+$2.13M
4
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$2M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.36M

Top Sells

1
+$4.37M
2
+$4.19M
3
+$2.84M
4
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$1.34M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.33M

Sector Composition

1 Technology 7.66%
2 Energy 4.79%
3 Consumer Discretionary 2.69%
4 Financials 2.55%
5 Healthcare 1.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$748K 0.11%
10,665
+819
127
$748K 0.11%
2,995
+90
128
$747K 0.11%
16,068
+1,062
129
$700K 0.1%
11,894
+926
130
$699K 0.1%
7,106
-745
131
$696K 0.1%
27,828
+2,512
132
$670K 0.09%
2,592
+36
133
$649K 0.09%
12,468
+1,438
134
$643K 0.09%
31,101
+889
135
$630K 0.09%
5,715
+232
136
$590K 0.08%
16,458
+6,378
137
$569K 0.08%
10,042
+274
138
$560K 0.08%
5,612
-112
139
$548K 0.08%
13,226
-721
140
$517K 0.07%
6,312
+120
141
$514K 0.07%
5,006
-57
142
$482K 0.07%
8,636
+2,815
143
$467K 0.07%
4,063
+301
144
$467K 0.07%
+4,609
145
$453K 0.06%
+15,055
146
$435K 0.06%
5,047
-337
147
$434K 0.06%
7,236
+156
148
$410K 0.06%
7,503
-1,082
149
$402K 0.06%
3,763
+786
150
$394K 0.06%
5,291
-18,022
4 5
6
7 8