IWS

Insight Wealth Strategies Portfolio holdings

AUM $896M
1-Year Est. Return 24.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$849M
AUM Growth
+$57.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$18.9M
2
+$16.1M
3
+$11.8M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$11.4M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$6.89M

Top Sells

1
+$21.9M
2
+$12.1M
3
+$8.81M
4
BKLN icon
Invesco Senior Loan ETF
BKLN
+$6.59M
5
HEZU icon
iShares Currency Hedged MSCI Eurozone ETF
HEZU
+$6.5M

Sector Composition

1 Technology 14.62%
2 Energy 6.3%
3 Industrials 4.79%
4 Healthcare 3.8%
5 Financials 3.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$487K 0.06%
5,737
127
$486K 0.06%
3,421
+26
128
$453K 0.05%
14,305
+3,492
129
$439K 0.05%
9,938
130
$426K 0.05%
3,717
+48
131
$418K 0.05%
2,496
+15
132
$395K 0.05%
1,411
-44,316
133
$389K 0.05%
17,441
+289
134
$380K 0.04%
7,062
-2,308
135
$378K 0.04%
7,388
136
$376K 0.04%
+7,339
137
$376K 0.04%
3,596
+4
138
$373K 0.04%
1,540
+4
139
$371K 0.04%
5,112
-141
140
$355K 0.04%
6,384
141
$342K 0.04%
14,341
+114
142
$342K 0.04%
1,135
+25
143
$322K 0.04%
13,595
+154
144
$317K 0.04%
893
-16
145
$306K 0.04%
3,367
-43,289
146
$304K 0.04%
932
147
$294K 0.03%
739
-665
148
$285K 0.03%
4,764
+20
149
$285K 0.03%
2,028
+113
150
$275K 0.03%
2,721
-197
4 5
6
7 8