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
$517M
AUM Growth
-$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$7.43M
2
+$3.45M
3
+$1.76M
4
GPC icon
Genuine Parts
GPC
+$1.48M
5
CAH icon
Cardinal Health
CAH
+$1.48M

Top Sells

1
+$4.79M
2
+$3.91M
3
+$3.65M
4
AAPL icon
Apple
AAPL
+$3.5M
5
V icon
Visa
V
+$3.14M

Sector Composition

1 Technology 7.5%
2 Energy 7.42%
3 Healthcare 4.65%
4 Financials 2.65%
5 Consumer Discretionary 2.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$261K 0.05%
1,220
+2
127
$234K 0.05%
1,096
128
$231K 0.04%
36,971
-5,342
129
$225K 0.04%
2,229
+11
130
$224K 0.04%
1,125
-419
131
$221K 0.04%
19,073
+579
132
$215K 0.04%
1,867
+162
133
$214K 0.04%
1,322
+12
134
$204K 0.04%
4,371
-405
135
$63.2K 0.01%
40,481
+332
136
$5.65K ﹤0.01%
7
137
– –
-2,540
138
– –
-14,306
139
– –
-18,059
140
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-11,443
141
– –
-3,378
142
– –
-21,142
143
– –
-21,544
144
– –
-29,391
145
– –
-43,029
146
– –
-2,627
147
– –
-3,137
148
– –
-1,306
149
– –
-4,370
150
– –
-90,494
3 4 5
6
7