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
$681M
AUM Growth
+$62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$13M
2
+$12.7M
3
+$8.29M
4
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$6.32M
5
EWJ icon
iShares MSCI Japan ETF
EWJ
+$6.22M

Top Sells

1
+$21.3M
2
+$18.9M
3
+$8.53M
4
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$6.51M
5
BKLN icon
Invesco Senior Loan ETF
BKLN
+$3.4M

Sector Composition

1 Technology 11.11%
2 Energy 5.62%
3 Financials 4.24%
4 Industrials 3.75%
5 Consumer Staples 3.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$660K 0.1%
+9,994
127
$655K 0.1%
14,457
+986
128
$634K 0.09%
+1
129
$550K 0.08%
3,012
+11
130
$536K 0.08%
7,119
+210
131
$514K 0.08%
10,661
+63
132
$495K 0.07%
1,774
-65
133
$488K 0.07%
6,890
-300,018
134
$486K 0.07%
6,083
-167
135
$475K 0.07%
2,701
+23
136
$460K 0.07%
948
-32
137
$452K 0.07%
17,609
+70
138
$452K 0.07%
5,349
-23
139
$427K 0.06%
20,128
+263
140
$413K 0.06%
3,355
+11
141
$391K 0.06%
1,137
+18
142
$347K 0.05%
4,223
+33
143
$335K 0.05%
5,520
-90
144
$316K 0.05%
+1,502
145
$313K 0.05%
+906
146
$293K 0.04%
7,398
-5,719
147
$289K 0.04%
5,040
-18
148
$286K 0.04%
+7,546
149
$273K 0.04%
2,442
150
$261K 0.04%
+3,563
4 5
6
7 8