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
$746M
AUM Growth
-$13.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$14.7M
2
+$11M
3
+$10.8M
4
FDN icon
First Trust Dow Jones Internet Index Fund ETF
FDN
+$8.45M
5
GLTR icon
abrdn Physical Precious Metals Basket Shares ETF
GLTR
+$6.33M

Top Sells

1
+$12.6M
2
+$11.7M
3
+$10.8M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$8.86M
5
EWJ icon
iShares MSCI Japan ETF
EWJ
+$6.73M

Sector Composition

1 Technology 10.73%
2 Energy 5.74%
3 Financials 5.2%
4 Industrials 5.19%
5 Healthcare 3.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$438K 0.06%
2,452
+10
127
$428K 0.06%
6,057
-564
128
$358K 0.05%
8,151
+359
129
$354K 0.05%
16,589
+276
130
$348K 0.05%
3,695
-610
131
$337K 0.05%
1,525
+4
132
$334K 0.04%
5,207
+17
133
$331K 0.04%
6,562
-64,628
134
$315K 0.04%
3,581
+6
135
$306K 0.04%
+13,138
136
$299K 0.04%
2,074
+325
137
$298K 0.04%
906
138
$269K 0.04%
1,338
139
$252K 0.03%
+9,339
140
$250K 0.03%
+11,048
141
$250K 0.03%
5,173
+18
142
$247K 0.03%
+25,383
143
$233K 0.03%
804
+28
144
$230K 0.03%
931
+16
145
$228K 0.03%
38,618
+224
146
$226K 0.03%
932
+4
147
$223K 0.03%
5,998
-1,061
148
$223K 0.03%
2,018
+8
149
$220K 0.03%
7,888
150
$207K 0.03%
1,119
+1
4 5
6
7 8