IWS
Insight Wealth Strategies Portfolio holdings
AUM
$792M
1-Year Return
14.91%
This Quarter Return
-0.74%
1 Year Return
+14.91%
3 Year Return
+42.7%
5 Year Return
+61.4%
10 Year Return
–
AUM
$711M
AUM Growth
+$7.21M
(+1%)
Cap. Flow
+$13M
Cap. Flow
% of AUM
1.83%
Top 10 Holdings %
Top 10 Hldgs %
40.64%
Holding
194
New
12
Increased
130
Reduced
43
Closed
8
Top Buys
Top Sells
| 1 |
Invesco Senior Loan ETF
BKLN
|
$4.37M |
| 2 |
iShares Floating Rate Bond ETF
FLOT
|
$4.19M |
| 3 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$2.84M |
| 4 |
iShares MSCI EAFE Small-Cap ETF
SCZ
|
$1.34M |
| 5 |
iShares Core S&P Mid-Cap ETF
IJH
|
$1.33M |
Sector Composition
| 1 | Technology | 7.66% |
| 2 | Energy | 4.79% |
| 3 | Consumer Discretionary | 2.69% |
| 4 | Financials | 2.55% |
| 5 | Healthcare | 1.87% |
