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
$409M
AUM Growth
+$51.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$18.2M
2
+$14.6M
3
+$12.1M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$6.81M
5
FTCS icon
First Trust Capital Strength ETF
FTCS
+$6.19M

Top Sells

1
+$11.4M
2
+$10.7M
3
+$8.12M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$7.5M
5
FPX icon
First Trust US Equity Opportunities ETF
FPX
+$5.61M

Sector Composition

1 Technology 9%
2 Energy 6.73%
3 Consumer Discretionary 3.95%
4 Healthcare 3.09%
5 Financials 2.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$215K 0.05%
+4,498
152
$211K 0.05%
+5,607
153
$207K 0.05%
+6,246
154
$205K 0.05%
1,306
-708
155
$179K 0.04%
23,359
+95
156
$168K 0.04%
11,422
+146
157
$149K 0.04%
+10,166
158
$121K 0.03%
+25,000
159
– –
-7,299
160
– –
-26,527
161
– –
-51,280
162
– –
-103,777
163
– –
-11,330
164
– –
-13,371
165
– –
-3,372
166
– –
-2,383
167
– –
-11,167
168
– –
-22,271
169
– –
-2,846
170
– –
-13,920
171
– –
-8,922
172
– –
-20,935
3 4 5 6
7