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
$538M
AUM Growth
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$42.6M
2
+$1.18M

Sector Composition

1 Technology 8.76%
2 Energy 6.22%
3 Financials 3.66%
4 Healthcare 3.64%
5 Consumer Discretionary 3.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$273K 0.05%
42,313
127
$270K 0.05%
1,544
128
$266K 0.05%
1,218
129
$263K 0.05%
1,306
130
$261K 0.05%
4,178
131
$256K 0.05%
3,580
132
$244K 0.05%
1,096
133
$238K 0.04%
2,627
134
$235K 0.04%
18,494
135
$234K 0.04%
4,776
136
$228K 0.04%
2,231
137
$209K 0.04%
2,218
138
$201K 0.04%
1,310
139
$201K 0.04%
4,370
140
$97K 0.02%
20,000
141
$62K 0.01%
40,149
142
$9K ﹤0.01%
7
2 3 4 5
6