IWS
Insight Wealth Strategies Portfolio holdings
AUM
$792M
1-Year Return
14.91%
This Quarter Return
-12.14%
1 Year Return
+14.91%
3 Year Return
+42.7%
5 Year Return
+61.4%
10 Year Return
–
AUM
$538M
AUM Growth
-$140M
(-21%)
Cap. Flow
-$53M
Cap. Flow
% of AUM
-9.85%
Top 10 Holdings %
Top 10 Hldgs %
46.47%
Holding
163
New
9
Increased
64
Reduced
65
Closed
21
Top Buys
| 1 |
iShares Preferred and Income Securities ETF
PFF
|
$3.41M |
| 2 |
SPDR Bloomberg Convertible Securities ETF
CWB
|
$3.33M |
| 3 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
$3.05M |
| 4 |
Gilead Sciences
GILD
|
$1.54M |
| 5 |
CVS Health
CVS
|
$1.45M |
Top Sells
| 1 |
iShares MSCI Intl Quality Factor ETF
IQLT
|
$22.9M |
| 2 |
iShares Core S&P US Growth ETF
IUSG
|
$17.1M |
| 3 |
iShares TIPS Bond ETF
TIP
|
$8.57M |
| 4 |
Chevron
CVX
|
$3.02M |
| 5 |
Qualys
QLYS
|
$2.31M |
Sector Composition
| 1 | Technology | 8.76% |
| 2 | Energy | 6.22% |
| 3 | Financials | 3.66% |
| 4 | Healthcare | 3.64% |
| 5 | Consumer Discretionary | 3.05% |
