IWS
Insight Wealth Strategies Portfolio holdings
AUM $743M
AUM
$743M
AUM Growth
-$2.95M (-0.4%)
Cap. Flow
+$28.3M
Cap. Flow % of AUM
3.81%
Top 10 Holdings %Top 10 Hldgs %
34.52%
Holding
166
New
14
Increased
92
Reduced
47
Closed
8
Top Buys
| 1 | $22M | |
| 2 | $20.8M | |
| 3 | $20.5M | |
| 4 | $13.4M | |
| 5 | $10M |
Top Sells
| 1 | $25.3M | |
| 2 | $23.5M | |
| 3 | $21.5M | |
| 4 | $19M | |
| 5 | $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 | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $219K | 0.03% | 1,094 | New | +$219K | |||
| $218K | 0.03% | 933 +2 | +0.2% | +$467 | |||
| $211K | 0.03% | 1,120 +1 | +0.1% | +$188 | |||
| $210K | 0.03% | 4,392 -781 | -15% | -$37.3K | |||
| $207K | 0.03% | 2,894 | New | +$207K | |||
| $205K | 0.03% | 1,997 -21 | -1% | -$2.15K | |||
| $145K | 0.02% | 12,937 +163 | +1% | +$1.83K | |||
| $112K | 0.01% | 10,000 | – | – | |||
| $0 | 0% | 0 -141,264 | Closed | – | |||
| $0 | 0% | 0 -51,815 | Closed | – | |||
| $0 | 0% | 0 -67,744 | Closed | – | |||
| $0 | 0% | 0 -211,730 | Closed | – | |||
| $0 | 0% | 0 -7,888 | Closed | – | |||
| $0 | 0% | 0 -932 | Closed | – | |||
| $0 | 0% | 0 -82,409 | Closed | – | |||
| $0 | 0% | 0 -102,080 | Closed | – |
