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
$472M
AUM Growth
+$46.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1
+$3.42M
2
+$3.25M
3
+$2.77M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$2.48M
5
BKLN icon
Invesco Senior Loan ETF
BKLN
+$2.41M

Top Sells

1
+$2.88M
2
+$2.44M
3
+$2.19M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$1.98M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$1.89M

Sector Composition

1 Technology 10.5%
2 Energy 7.25%
3 Consumer Discretionary 3.61%
4 Financials 3.44%
5 Healthcare 3.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$400K 0.08%
6,995
+1,483
152
$394K 0.08%
4,754
+1,674
153
$375K 0.08%
4,780
+1,379
154
$373K 0.08%
3,887
+1,211
155
$373K 0.08%
5,831
-718
156
$371K 0.08%
6,099
+28
157
$362K 0.08%
9,747
+3,149
158
$360K 0.08%
5,879
+1,314
159
$354K 0.08%
2,013
+3
160
$345K 0.07%
3,770
-570
161
$345K 0.07%
8,812
-3,358
162
$340K 0.07%
5,768
-3,556
163
$338K 0.07%
+3,382
164
$336K 0.07%
+978
165
$335K 0.07%
3,807
-9,343
166
$323K 0.07%
12,608
+2,281
167
$306K 0.06%
4,684
+25
168
$306K 0.06%
+3,228
169
$295K 0.06%
2,466
-67
170
$292K 0.06%
9,574
+477
171
$278K 0.06%
7,057
+1,386
172
$275K 0.06%
+10,079
173
$271K 0.06%
2,176
+346
174
$265K 0.06%
3,114
-4,978
175
$263K 0.06%
+4,665
5 6
7
8 9