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
$702M
AUM Growth
-$9.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
195
New
Increased
Reduced
Closed

Top Buys

1
+$14.1M
2
+$9.69M
3
+$4.7M
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$1.84M
5
SPSC icon
SPS Commerce
SPSC
+$1.5M

Top Sells

1
+$19M
2
+$5.25M
3
+$4.55M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$4.45M
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$4.34M

Sector Composition

1 Technology 8.92%
2 Energy 4.85%
3 Consumer Discretionary 3.13%
4 Financials 2.78%
5 Healthcare 2.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$94K 0.01%
20,000
-5,000
152
$19K ﹤0.01%
+7
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160
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163
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164
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166
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4 5 6
7
8