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
$518M
AUM Growth
-$4.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$19.7M
2
+$16.8M
3
+$9.4M
4
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$8.43M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$3.42M

Top Sells

1
+$17.5M
2
+$16.3M
3
+$10.1M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$7.45M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$5.32M

Sector Composition

1 Technology 8.57%
2 Energy 7.97%
3 Healthcare 3.9%
4 Consumer Discretionary 2.88%
5 Financials 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$365K 0.07%
5,340
+14
127
$356K 0.07%
3,311
-21
128
$347K 0.07%
4,309
+38
129
$345K 0.07%
1,266
+170
130
$343K 0.07%
3,797
+72
131
$325K 0.06%
1,221
132
$296K 0.06%
1,908
-31
133
$267K 0.05%
891
-7
134
$233K 0.05%
6,180
135
$229K 0.04%
1,100
+6
136
$218K 0.04%
37,544
+197
137
$209K 0.04%
+2,442
138
$204K 0.04%
+3,577
139
$202K 0.04%
+4,282
140
$201K 0.04%
19,662
+221
141
$59.3K 0.01%
31,847
+460
142
$11.6K ﹤0.01%
+10,000
143
$2.37K ﹤0.01%
7
144
– –
-4,393
145
– –
-1,309
146
– –
-129,760
147
– –
-500
148
– –
-37,197
2 3 4 5
6