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IWS
Insight Wealth Strategies Portfolio holdings
AUM
$896M
1-Year Est. Return
24.24%
This Fund
S&P 500
1 Year Est. Return
+24.24%
AUM
$376M
AUM Growth
-$96.5M
(-20%)
Holding
206
Top Buys
| 1 | +$25.6M | |
| 2 | +$24.5M | |
| 3 | +$23.5M | |
| 4 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
+$22.9M |
| 5 |
iShares Preferred and Income Securities ETF
PFF
|
+$21.4M |
Top Sells
| 1 | +$24.2M | |
| 2 | +$23.1M | |
| 3 | +$19.5M | |
| 4 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
+$18.3M |
| 5 |
iShares Russell Mid-Cap Growth ETF
IWP
|
+$16.2M |
Sector Composition
| 1 | Energy | 5.51% |
| 2 | Technology | 4.66% |
| 3 | Consumer Discretionary | 1.75% |
| 4 | Communication Services | 1.46% |
| 5 | Healthcare | 1.33% |