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
$711M
AUM Growth
+$7.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1
+$4.49M
2
+$4.45M
3
+$2.13M
4
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$2M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.36M

Top Sells

1
+$4.37M
2
+$4.19M
3
+$2.84M
4
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$1.34M
5
IJH icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$393K 0.06%
995
+3
152
$357K 0.05%
5,408
+20
153
$352K 0.05%
2,966
-3,346
154
$348K 0.05%
1,269
+1
155
$342K 0.05%
43,044
+155
156
$318K 0.04%
1,096
157
$316K 0.04%
2,075
+24
158
$314K 0.04%
924
+42
159
$312K 0.04%
7,952
-2
160
$312K 0.04%
1,536
+48
161
$308K 0.04%
4,803
+17
162
$288K 0.04%
17,795
+198
163
$287K 0.04%
+3,789
164
$284K 0.04%
2,534
-53
165
$283K 0.04%
1,946
-7,298
166
$281K 0.04%
1,461
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167
$280K 0.04%
783
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168
$262K 0.04%
2,372
+228
169
$249K 0.04%
4,793
-614
170
$247K 0.03%
9,192
-200
171
$246K 0.03%
1,061
+94
172
$241K 0.03%
+7,688
173
$238K 0.03%
4,719
+16
174
$233K 0.03%
+3,962
175
$230K 0.03%
+8,129
4 5 6
7
8