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
$703M
AUM Growth
+$21.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$11.5M
2
+$8.64M
3
+$4.38M
4
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$4.35M
5
AMGN icon
Amgen
AMGN
+$3.87M

Top Sells

1
+$15.2M
2
+$8.77M
3
+$8.29M
4
FISV
Fiserv Inc
FISV
+$2.86M
5
UNM icon
Unum
UNM
+$2.24M

Sector Composition

1 Technology 11.19%
2 Energy 5.51%
3 Industrials 4.12%
4 Financials 3.95%
5 Healthcare 3.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$555K 0.08%
2,805
+104
127
$555K 0.08%
7,445
+326
128
$547K 0.08%
+948
129
$529K 0.08%
1,049
+101
130
$518K 0.07%
10,726
+65
131
$504K 0.07%
6,432
+349
132
$502K 0.07%
5,420
+71
133
$474K 0.07%
1,805
+31
134
$451K 0.06%
17,712
+103
135
$443K 0.06%
1,184
+47
136
$440K 0.06%
6,351
-539
137
$435K 0.06%
6,440
+920
138
$431K 0.06%
20,396
+268
139
$399K 0.06%
3,301
-54
140
$335K 0.05%
4,267
+44
141
$314K 0.04%
2,442
142
$308K 0.04%
+2,419
143
$308K 0.04%
1,516
+14
144
$308K 0.04%
5,178
+138
145
$286K 0.04%
3,569
+6
146
$259K 0.04%
6,633
-765
147
$255K 0.04%
1,745
+4
148
$252K 0.04%
20,487
+294
149
$247K 0.04%
906
150
$242K 0.03%
38,183
+222
3 4 5
6
7