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
$539M
AUM Growth
+$89.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$10.9M
3
+$5.25M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$4.8M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$4.22M

Top Sells

1
+$7.55M
2
+$6.4M
3
+$3.2M
4
MBB icon
iShares MBS ETF
MBB
+$2.84M
5
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$2.58M

Sector Composition

1 Technology 7.97%
2 Energy 3.9%
3 Consumer Discretionary 2.26%
4 Financials 2.08%
5 Communication Services 1.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$284K 0.05%
644
+56
152
$284K 0.05%
+8,181
153
$280K 0.05%
1,160
+165
154
$280K 0.05%
1,332
+63
155
$279K 0.05%
3,337
-108
156
$272K 0.05%
2,170
+89
157
$264K 0.05%
9,596
+67
158
$263K 0.05%
3,040
-590
159
$260K 0.05%
+4,801
160
$259K 0.05%
+730
161
$259K 0.05%
2,705
-422
162
$258K 0.05%
+3,934
163
$256K 0.05%
9,844
+764
164
$256K 0.05%
5,009
+402
165
$255K 0.05%
7,401
-2,134
166
$253K 0.05%
6,111
+331
167
$253K 0.05%
34,663
+167
168
$251K 0.05%
+2,014
169
$251K 0.05%
635
+46
170
$249K 0.05%
1,096
171
$247K 0.05%
+3,314
172
$245K 0.05%
+1,487
173
$244K 0.05%
4,185
+519
174
$238K 0.04%
+4,795
175
$237K 0.04%
+2,857
5 6
7
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