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
$376M
AUM Growth
-$96.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
206
New
Increased
Reduced
Closed

Top Buys

1
+$27.1M
2
+$24.6M
3
+$22.9M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$22.2M
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$19M

Top Sells

1
+$23.7M
2
+$20.2M
3
+$17.6M
4
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$16.2M
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$13.5M

Sector Composition

1 Energy 5.51%
2 Technology 4.66%
3 Consumer Discretionary 1.75%
4 Communication Services 1.46%
5 Healthcare 1.33%
Name Market Value Portfolio Weight Shares or Principal Change
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