IWS

Insight Wealth Strategies Portfolio holdings

AUM $872M
1-Year Est. Return 20.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$678M
AUM Growth
-$23.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$12.8M
2
+$6.02M
3
+$4.87M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$4.84M
5
BKLN icon
Invesco Senior Loan ETF
BKLN
+$4.42M

Top Sells

1
+$13M
2
+$11.5M
3
+$11.3M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$4.3M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$4.19M

Sector Composition

1 Technology 9.48%
2 Energy 5.57%
3 Financials 3.36%
4 Consumer Discretionary 3.04%
5 Healthcare 2.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$217K 0.03%
1,306
-6
152
$210K 0.03%
1,333
-30
153
$208K 0.03%
+1,285
154
$107K 0.02%
20,000
155
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-5,091
156
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-7
157
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-4,547
158
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-13,200
159
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-5,119
160
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-3,308
161
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-7,256
162
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-4,029
163
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-2,418
164
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-2,959
165
– –
-13,713
166
– –
-6,312
167
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-30,611
168
– –
-12,415
169
– –
-8,135
170
– –
-2,084
3 4 5 6
7