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
$702M
AUM Growth
-$9.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
195
New
Increased
Reduced
Closed

Top Buys

1
+$14.1M
2
+$9.69M
3
+$4.7M
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$1.84M
5
SPSC icon
SPS Commerce
SPSC
+$1.5M

Top Sells

1
+$19M
2
+$5.25M
3
+$4.55M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$4.45M
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$4.34M

Sector Composition

1 Technology 8.92%
2 Energy 4.85%
3 Consumer Discretionary 3.13%
4 Financials 2.78%
5 Healthcare 2.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$412K 0.06%
5,428
+20
127
$398K 0.06%
1,539
+3
128
$382K 0.05%
1,249
-20
129
$362K 0.05%
759
-7,124
130
$355K 0.05%
5,199
+1,410
131
$352K 0.05%
1,096
132
$346K 0.05%
43,201
+157
133
$343K 0.05%
1,638
+177
134
$309K 0.04%
920
-4
135
$306K 0.04%
3,884
-9,504
136
$306K 0.04%
769
-14
137
$292K 0.04%
2,532
-2
138
$292K 0.04%
18,074
+279
139
$284K 0.04%
1,162
+101
140
$265K 0.04%
3,619
-1,672
141
$239K 0.03%
4,675
-44
142
$222K 0.03%
1,363
-28
143
$221K 0.03%
2,959
-23,289
144
$221K 0.03%
8,135
-1,057
145
$220K 0.03%
1,312
-105
146
$216K 0.03%
2,418
-3,194
147
$213K 0.03%
+1,042
148
$210K 0.03%
+3,308
149
$206K 0.03%
3,372
-590
150
$202K 0.03%
+4,547
4 5
6
7 8