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
$589M
AUM Growth
+$50.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
229
New
Increased
Reduced
Closed

Top Buys

1
+$4.66M
2
+$3.4M
3
+$1.8M
4
PAGS icon
PagSeguro Digital
PAGS
+$1.76M
5
PAYC icon
Paycom
PAYC
+$1.65M

Top Sells

1
+$5.26M
2
+$4.57M
3
+$4.09M
4
BKLN icon
Invesco Senior Loan ETF
BKLN
+$3.36M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$2.73M

Sector Composition

1 Technology 9.33%
2 Energy 4.49%
3 Consumer Discretionary 2.53%
4 Financials 2.36%
5 Communication Services 2.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$339K 0.06%
15,609
-1,509
152
$338K 0.06%
4,495
-1,110
153
$331K 0.06%
+6,624
154
$330K 0.06%
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-148
155
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156
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13,312
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157
$323K 0.05%
7,109
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158
$317K 0.05%
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159
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5,369
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160
$315K 0.05%
837
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161
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1,914
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162
$314K 0.05%
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163
$314K 0.05%
9,936
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164
$312K 0.05%
3,042
+2
165
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166
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167
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168
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169
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2,196
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170
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623
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171
$288K 0.05%
2,247
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172
$288K 0.05%
1,091
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173
$286K 0.05%
2,022
-148
174
$285K 0.05%
3,428
-744
175
$283K 0.05%
4,246
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5 6
7
8 9