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
$759M
AUM Growth
+$56.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$22M
2
+$12.1M
3
+$8.86M
4
VCLT icon
Vanguard Long-Term Corporate Bond ETF
VCLT
+$7.72M
5
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$6.68M

Top Sells

1
+$26.1M
2
+$9.57M
3
+$9.23M
4
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$7.89M
5
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$6.82M

Sector Composition

1 Technology 9.38%
2 Industrials 5.08%
3 Energy 4.82%
4 Financials 4.7%
5 Healthcare 3.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$536K 0.07%
5,595
+175
127
$515K 0.07%
6,160
-272
128
$511K 0.07%
9,174
+1,729
129
$508K 0.07%
6,621
+270
130
$497K 0.07%
1,808
+3
131
$468K 0.06%
17,816
+104
132
$457K 0.06%
6,440
133
$449K 0.06%
3,326
+25
134
$428K 0.06%
1,114
-70
135
$414K 0.05%
4,305
+38
136
$363K 0.05%
16,313
-4,083
137
$361K 0.05%
2,442
138
$344K 0.05%
2,419
139
$336K 0.04%
1,521
+5
140
$326K 0.04%
5,190
+12
141
$309K 0.04%
+7,792
142
$303K 0.04%
906
143
$296K 0.04%
3,575
+6
144
$293K 0.04%
7,059
+426
145
$285K 0.04%
1,749
+4
146
$272K 0.04%
20,776
+289
147
$267K 0.04%
+1,338
148
$263K 0.03%
38,394
+211
149
$255K 0.03%
5,155
-5,571
150
$248K 0.03%
915
+4
3 4 5
6
7