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
$619M
AUM Growth
+$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$15M
2
+$11.7M
3
+$6.56M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$2.63M
5
FLTR icon
VanEck IG Floating Rate ETF
FLTR
+$2.54M

Top Sells

1
+$2.66M
2
+$1.96M
3
+$1.38M
4
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$1.02M
5
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$959K

Sector Composition

1 Technology 8.89%
2 Energy 6.27%
3 Healthcare 3.98%
4 Financials 3.46%
5 Consumer Discretionary 2.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$511K 0.08%
3,001
+1,093
127
$510K 0.08%
5,432
+50
128
$505K 0.08%
10,598
+64
129
$493K 0.08%
13,117
+132
130
$479K 0.08%
1,839
+21
131
$474K 0.08%
6,909
+416
132
$471K 0.08%
6,250
+443
133
$450K 0.07%
4,148
+283
134
$444K 0.07%
17,539
+139
135
$434K 0.07%
1,431
+210
136
$411K 0.07%
19,865
+252
137
$403K 0.07%
5,372
+32
138
$392K 0.06%
3,344
+33
139
$353K 0.06%
4,190
-119
140
$348K 0.06%
1,119
-147
141
$347K 0.06%
980
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142
$321K 0.05%
3,830
+33
143
$273K 0.04%
5,610
-570
144
$265K 0.04%
5,058
+776
145
$248K 0.04%
1,116
+16
146
$244K 0.04%
20,002
+340
147
$240K 0.04%
37,755
+211
148
$212K 0.03%
2,442
149
$205K 0.03%
+4,058
150
$204K 0.03%
+4,034
3 4 5
6
7