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IWS

Insight Wealth Strategies Portfolio holdings

AUM $896M
1-Year Est. Return 24.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.24%
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
+$7.52M
2
+$3.46M
3
+$1.9M
4
STEM icon
Stem
STEM
+$1.49M
5
GPC icon
Genuine Parts
GPC
+$1.48M

Top Sells

1
+$4.79M
2
+$3.91M
3
+$3.85M
4
CVX icon
Chevron
CVX
+$3.55M
5
V icon
Visa
V
+$3.05M

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%
4,880
+8
127
$234K 0.05%
6,576
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
– –
-193,046
138
– –
-17,539
139
– –
-19,523
140
– –
-14,033
141
– –
-34,572
142
– –
-3,359
143
– –
-4,655
144
– –
-2,593
145
– –
-12,700
146
– –
-14,306
147
– –
-18,059
148
– –
-3,378
149
– –
-21,142
150
– –
-21,544
3 4 5
6
7