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
$523M
AUM Growth
+$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$17.7M
2
+$6.88M
3
+$4.94M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$3.6M
5
BLMN icon
Bloomin' Brands
BLMN
+$819K

Top Sells

1
+$26.7M
2
+$4.41M
3
+$2.17M
4
SPGI icon
S&P Global
SPGI
+$1.86M
5
CHTR icon
Charter Communications
CHTR
+$544K

Sector Composition

1 Technology 8.23%
2 Energy 6.6%
3 Healthcare 3.86%
4 Consumer Discretionary 2.77%
5 Industrials 2.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$302K 0.06%
3,725
-36
127
$272K 0.05%
6,180
-130
128
$258K 0.05%
+898
129
$247K 0.05%
1,094
-37
130
$233K 0.04%
37,347
+189
131
$225K 0.04%
19,441
+218
132
$217K 0.04%
4,393
+22
133
$207K 0.04%
+1,309
134
$63.5K 0.01%
31,387
135
$5.3K ﹤0.01%
500
136
$5.1K ﹤0.01%
7
137
– –
-4,056
138
– –
-1,522
139
– –
-2,234
140
– –
-15,840
141
– –
-5,400
142
– –
-13,065
2 3 4 5
6