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
$743M
AUM Growth
-$2.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$22M
2
+$20.8M
3
+$20.5M
4
HEZU icon
iShares Currency Hedged MSCI Eurozone ETF
HEZU
+$13.4M
5
XMMO icon
Invesco S&P MidCap Momentum ETF
XMMO
+$10M

Top Sells

1
+$25.3M
2
+$23.5M
3
+$21.5M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$19M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$10.5M

Sector Composition

1 Technology 10.19%
2 Energy 6.16%
3 Financials 5.59%
4 Industrials 4.64%
5 Healthcare 3.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$407K 0.05%
1,097
+1
127
$406K 0.05%
3,727
+32
128
$356K 0.05%
16,867
+278
129
$353K 0.05%
+12,098
130
$333K 0.04%
6,574
+12
131
$327K 0.04%
7,842
-309
132
$312K 0.04%
5,143
-64
133
$305K 0.04%
1,528
+3
134
$303K 0.04%
+6,508
135
$300K 0.04%
+12,477
136
$291K 0.04%
13,290
+152
137
$288K 0.04%
3,587
+6
138
$285K 0.04%
1,903
-1,834
139
$281K 0.04%
2,085
+11
140
$253K 0.03%
9,517
+178
141
$252K 0.03%
11,127
+79
142
$246K 0.03%
25,878
+495
143
$240K 0.03%
+3,174
144
$238K 0.03%
5,998
145
$234K 0.03%
38,851
+233
146
$228K 0.03%
2,991
-34,193
147
$221K 0.03%
805
+1
148
$221K 0.03%
1,338
149
$221K 0.03%
906
150
$220K 0.03%
+7,662
3 4 5
6
7