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
$678M
AUM Growth
-$23.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$6.07M
3
+$4.83M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$4.77M
5
BKLN icon
Invesco Senior Loan ETF
BKLN
+$4.4M

Top Sells

1
+$12.8M
2
+$12.7M
3
+$11.1M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$4.17M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$4.13M

Sector Composition

1 Technology 9.48%
2 Energy 5.57%
3 Financials 3.36%
4 Consumer Discretionary 3.04%
5 Healthcare 2.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$422K 0.06%
3,942
+303
127
$417K 0.06%
1,006
+4
128
$372K 0.05%
8,148
+462
129
$353K 0.05%
+14,637
130
$338K 0.05%
1,218
-31
131
$324K 0.05%
5,350
-78
132
$315K 0.05%
+1,943
133
$315K 0.05%
1,096
134
$312K 0.05%
5,614
-199,633
135
$311K 0.05%
1,539
136
$308K 0.05%
43,379
+178
137
$301K 0.04%
4,095
+211
138
$296K 0.04%
1,734
+96
139
$291K 0.04%
2,710
-38,789
140
$286K 0.04%
2,739
-121,275
141
$284K 0.04%
5,401
+202
142
$273K 0.04%
+3,571
143
$251K 0.04%
18,230
+156
144
$249K 0.04%
+9,489
145
$246K 0.04%
2,451
-81
146
$243K 0.04%
+2,214
147
$225K 0.03%
4,683
+8
148
$225K 0.03%
1,230
+68
149
$224K 0.03%
1,009
+89
150
$220K 0.03%
3,317
-302
3 4 5
6
7