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
$704M
AUM Growth
-$42.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
242
New
Increased
Reduced
Closed

Top Buys

1
+$3.3M
2
+$1.38M
3
+$1.14M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$1.14M
5
CMI icon
Cummins
CMI
+$930K

Top Sells

1
+$3.38M
2
+$3.07M
3
+$2.9M
4
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$2.89M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$2.83M

Sector Composition

1 Technology 7.42%
2 Energy 4.89%
3 Consumer Discretionary 2.52%
4 Financials 2.51%
5 Industrials 1.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$356K 0.05%
42,889
-4,843
152
$348K 0.05%
+10,080
153
$344K 0.05%
1,268
-109
154
$327K 0.05%
+5,821
155
$320K 0.05%
4,564
+575
156
$317K 0.05%
4,786
+119
157
$316K 0.04%
7,954
+17
158
$314K 0.04%
1,096
159
$307K 0.04%
882
-2,172
160
$295K 0.04%
+17,597
161
$293K 0.04%
2,587
-422
162
$289K 0.04%
1,488
-991
163
$282K 0.04%
5,407
+143
164
$281K 0.04%
793
-252
165
$280K 0.04%
2,144
+188
166
$261K 0.04%
2,051
167
$256K 0.04%
9,392
-3,926
168
$248K 0.04%
+967
169
$242K 0.03%
4,703
+34
170
$235K 0.03%
+8,907
171
$228K 0.03%
2,136
-520
172
$227K 0.03%
+493
173
$224K 0.03%
1,414
-239
174
$221K 0.03%
+962
175
$214K 0.03%
+5,636
5 6
7
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