IWS

Insight Wealth Strategies Portfolio holdings

AUM $872M
1-Year Est. Return 20.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$792M
AUM Growth
+$48.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1
+$21.4M
2
+$11.5M
3
+$10.9M
4
ICVT icon
iShares Convertible Bond ETF
ICVT
+$10.4M
5
BKGI icon
BNY Mellon Global Infrastructure Income ETF
BKGI
+$9.24M

Top Sells

1
+$21.8M
2
+$17.9M
3
+$11.1M
4
XOP icon
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
+$9.86M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$9.36M

Sector Composition

1 Technology 14.18%
2 Financials 5.2%
3 Energy 5.18%
4 Industrials 4.7%
5 Healthcare 2.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$429K 0.05%
9,938
+3,940
127
$427K 0.05%
2,481
+15
128
$406K 0.05%
1,404
+66
129
$384K 0.05%
3,669
-58
130
$383K 0.05%
7,954
+112
131
$378K 0.05%
+7,388
132
$371K 0.05%
17,152
+285
133
$355K 0.04%
2,556
-54,399
134
$353K 0.04%
5,253
+110
135
$351K 0.04%
+6,384
136
$351K 0.04%
+13,099
137
$345K 0.04%
+14,227
138
$339K 0.04%
3,592
+5
139
$335K 0.04%
1,536
+8
140
$329K 0.04%
10,813
+3,151
141
$306K 0.04%
13,441
+151
142
$299K 0.04%
1,423
-10,900
143
$280K 0.04%
+909
144
$276K 0.03%
1,110
+16
145
$270K 0.03%
+4,744
146
$265K 0.03%
3,185
+11
147
$260K 0.03%
9,718
+201
148
$259K 0.03%
1,915
+12
149
$257K 0.03%
+932
150
$251K 0.03%
+5,166
4 5
6
7 8