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
$510M
AUM Growth
-$7.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$3.58M
2
+$3.01M
3
+$1.71M
4
DG icon
Dollar General
DG
+$1.06M
5
PFGC icon
Performance Food Group
PFGC
+$776K

Top Sells

1
+$8.28M
2
+$4.9M
3
+$3.97M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$3.66M
5
UHS icon
Universal Health Services
UHS
+$1.88M

Sector Composition

1 Technology 7.23%
2 Energy 6.89%
3 Healthcare 4.17%
4 Financials 2.63%
5 Consumer Discretionary 2.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$298K 0.06%
1,220
127
$273K 0.05%
1,096
128
$247K 0.05%
37,158
+187
129
$230K 0.05%
2,234
+5
130
$228K 0.04%
19,223
+150
131
$226K 0.04%
1,131
+6
132
$218K 0.04%
+6,310
133
$213K 0.04%
4,371
134
$54.1K 0.01%
31,387
-9,094
135
$7.57K ﹤0.01%
+500
136
$4.25K ﹤0.01%
7
137
– –
-25,110
138
– –
-13,350
139
– –
-1,322
140
– –
-10,783
141
– –
-38,214
142
– –
-1,867
2 3 4 5
6