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
$426M
AUM Growth
+$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1
+$18.1M
2
+$13.3M
3
+$4.61M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$3.48M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$3.01M

Top Sells

1
+$20.9M
2
+$17.7M
3
+$14.3M
4
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$12.1M
5
SPGP icon
Invesco S&P 500 GARP ETF
SPGP
+$2.49M

Sector Composition

1 Technology 10.51%
2 Energy 7.22%
3 Consumer Discretionary 3.89%
4 Financials 3.37%
5 Healthcare 3.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$298K 0.07%
+3,401
152
$296K 0.07%
1,087
-404
153
$292K 0.07%
+4,502
154
$287K 0.07%
+3,509
155
$285K 0.07%
+15,312
156
$285K 0.07%
18,980
+8,814
157
$285K 0.07%
+5,461
158
$280K 0.07%
4,565
+23
159
$279K 0.07%
+9,505
160
$279K 0.07%
2,533
-89
161
$279K 0.07%
+5,437
162
$277K 0.07%
+3,350
163
$273K 0.06%
+9,550
164
$272K 0.06%
+1,958
165
$272K 0.06%
+9,097
166
$271K 0.06%
+1,298
167
$260K 0.06%
4,659
-1,380
168
$257K 0.06%
+10,327
169
$254K 0.06%
2,676
+190
170
$250K 0.06%
+3,080
171
$238K 0.06%
+2,576
172
$235K 0.06%
9,326
+77
173
$233K 0.05%
+2,269
174
$231K 0.05%
29,130
+5,771
175
$225K 0.05%
+6,598
4 5 6
7
8