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IWS

Insight Wealth Strategies Portfolio holdings

AUM $1.02B
1-Year Est. Return 38%
This Fund
S&P 500
This Quarter Est. Return
+3.46%
1 Year Est. Return
+38%
3 Year Est. Return
+79.51%
5 Year Est. Return
+75.24%
10 Year Est. Return
–
AUM
$896M
AUM Growth
+$23.6M
Cap. Flow
+$9.83M
Cap. Flow %
1.1%
Top 10 Hldgs %
29.71%
Holding
188
New
17
Increased
102
Reduced
51
Closed
11

Top Buys

Rank Stock Value
1
VPLS
Vanguard Core Plus Bond ETF
VPLS
+$26.8M
2
VLUE icon
iShares MSCI USA Value Factor ETF
VLUE
+$22.5M
3
PGHY icon
Invesco Global ex-US High Yield Corporate Bond ETF
PGHY
+$16.5M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$12.2M
5
IHE icon
iShares US Pharmaceuticals ETF
IHE
+$10.4M

Top Sells

Rank Stock Value
1
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$25.7M
2
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$13.2M
3
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$12.8M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$11M
5
TFLR icon
T. Rowe Price Floating Rate ETF
TFLR
+$10.6M

Sector Composition

Rank Sector Weight
1 Technology 12.53%
2 Energy 7.04%
3 Healthcare 5.9%
4 Industrials 4.34%
5 Financials 2.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IVVW icon
126
iShares S&P 500 BuyWrite ETF
IVVW
$339M
$554K 0.06%
12,694
-7,387
-37% -$333K
IWF icon
127
iShares Russell 1000 Growth ETF
IWF
$128B
$519K 0.06%
4,868
+300
+7% +$34.1K
VIG icon
128
Vanguard Dividend Appreciation ETF
VIG
$114B
$508K 0.06%
2,362
-80
-3% -$17.8K
VIGI icon
129
Vanguard International Dividend Appreciation ETF
VIGI
$9.31B
$499K 0.06%
5,641
-1,442
-20% -$133K
GPIX icon
130
Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF
GPIX
$5.22B
$478K 0.05%
+9,556
New +$498K
DVY icon
131
iShares Select Dividend ETF
DVY
$23.6B
$478K 0.05%
3,154
+21
+0.7% +$3.17K
IVW icon
132
iShares S&P 500 Growth ETF
IVW
$77.6B
$469K 0.05%
4,149
+3
+0.1% +$361
VYM icon
133
Vanguard High Dividend Yield ETF
VYM
$83.5B
$450K 0.05%
3,036
-87,567
-97% -$13.2M
IAGG icon
134
iShares Core International Aggregate Bond Fund
IAGG
$11.4B
$433K 0.05%
8,663
+690
+9% +$34.7K
EUHY
135
iShares Euro High Yield Corporate Bond USD Hedged ETF
EUHY
$246M
$404K 0.05%
7,702
+755
+11% +$40.3K
PICB icon
136
Invesco International Corporate Bond ETF
PICB
$362M
$391K 0.04%
16,928
+1,679
+11% +$40K
EFAV icon
137
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.51B
$378K 0.04%
4,137
-1,629
-28% -$147K
WEC icon
138
WEC Energy
WEC
$35.1B
$370K 0.04%
3,199
-545
-15% -$61.2K
LCTU icon
139
iShares U.S. Carbon Transition Readiness Aware Active ETF
LCTU
$1.26B
$360K 0.04%
5,128
+43
+0.8% +$3.16K
SMH icon
140
VanEck Semiconductor ETF
SMH
$71.8B
$358K 0.04%
935
– –
GE icon
141
GE Aerospace
GE
$384B
$354K 0.04%
1,248
+35
+3% +$11K
IESC icon
142
IES Holdings
IESC
$15.2B
$352K 0.04%
739
– –
IPKW icon
143
Invesco International BuyBack Achievers ETF
IPKW
$557M
$351K 0.04%
6,237
+735
+13% +$42.2K
EFV icon
144
iShares MSCI EAFE Value ETF
EFV
$30.2B
$338K 0.04%
+4,547
New +$342K
IWM icon
145
iShares Russell 2000 ETF
IWM
$81.9B
$334K 0.04%
1,345
-200
-13% -$51.6K
VEA icon
146
Vanguard FTSE Developed Markets ETF
VEA
$237B
$330K 0.04%
5,152
+604
+13% +$39.9K
GLD icon
147
SPDR Gold Trust
GLD
$142B
$329K 0.04%
764
– –
PEP icon
148
PepsiCo
PEP
$190B
$329K 0.04%
2,116
-15
-0.7% -$2.34K
FTHI icon
149
First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF
FTHI
$2.45B
$319K 0.04%
13,920
+166
+1% +$3.92K
FLJP icon
150
Franklin FTSE Japan ETF
FLJP
$4.08B
$317K 0.04%
8,754
– –
4 5
6
7 8

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Insight Wealth Strategies's Q1 2026 Portfolio in Review

As of Q1 2026, Insight Wealth Strategies held 188 positions worth $896M, up 2.7% from $872M the previous quarter. Its ten largest holdings account for 30% of the portfolio.

Insight Wealth Strategies's Q1 2026 filing shows 17 new, 102 increased, 51 reduced and 11 closed positions. Its largest new stake was Vanguard Core Plus Bond ETF: 343,106 shares worth $26.6M. The largest sale was iShares 20+ Year Treasury Bond ETF, an estimated $25.7M.

By sector, the portfolio is most concentrated in Technology at 13% of assets, down from 14% a quarter earlier, followed by Energy and Healthcare.

  • Insight Wealth Strategies's largest Q1 2026 buy was Vanguard Core Plus Bond ETF: 343,106 shares worth $26.6M.
  • Insight Wealth Strategies added most to iShares MSCI USA Value Factor ETF in Q1 2026, an estimated $22.5M increase.
  • Insight Wealth Strategies's biggest Q1 2026 reduction was iShares 20+ Year Treasury Bond ETF, cutting an estimated $25.7M.
  • Insight Wealth Strategies fully exited State Street Communication Services Select Sector SPDR ETF in Q1 2026, selling an estimated $12.8M.
  • Insight Wealth Strategies's ten largest holdings make up 30% of its $896M portfolio in Q1 2026.
  • Insight Wealth Strategies opened 17 new positions and closed 11 in Q1 2026.
  • Insight Wealth Strategies's portfolio value rose 2.7% quarter-over-quarter to $896M.

Based on Insight Wealth Strategies's 13F filing for Q1 2026, filed 10 Apr 2026.