IWS
Insight Wealth Strategies Portfolio holdings
AUM
$792M
This Quarter Return
-3.35%
1 Year Return
+14.91%
3 Year Return
+42.7%
5 Year Return
+61.4%
10 Year Return
–
AUM
$678M
AUM Growth
+$678M
(-3.3%)
Cap. Flow
+$6.45M
Cap. Flow
% of AUM
0.95%
Top 10 Holdings %
Top 10 Hldgs %
42.44%
Holding
170
New
18
Increased
114
Reduced
19
Closed
16
Top Buys
Top Sells
| 1 |
Chevron
CVX
|
$12.8M |
| 2 |
iShares MSCI USA Value Factor ETF
VLUE
|
$12.7M |
| 3 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$11.1M |
| 4 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$4.17M |
| 5 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$4.13M |
Sector Composition
| 1 | Technology | 9.48% |
| 2 | Energy | 5.57% |
| 3 | Financials | 3.36% |
| 4 | Consumer Discretionary | 3.04% |
| 5 | Healthcare | 2.68% |
