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IWS

Insight Wealth Strategies Portfolio holdings

AUM $896M
1-Year Est. Return 24.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$538M
AUM Growth
-$140M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$3.58M
2
+$3.51M
3
+$3.23M
4
UHS icon
Universal Health Services
UHS
+$1.57M
5
GILD icon
Gilead Sciences
GILD
+$1.54M

Top Sells

1
+$24.9M
2
+$18.8M
3
+$8.92M
4
CVX icon
Chevron
CVX
+$3.45M
5
QLYS icon
Qualys
QLYS
+$2.31M

Sector Composition

1 Technology 8.76%
2 Energy 6.22%
3 Financials 3.66%
4 Healthcare 3.64%
5 Consumer Discretionary 3.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
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152
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-6,116
153
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-1,306
154
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-2,673
155
– –
-2,451
156
– –
-1,009
157
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-28,410
158
– –
-51,309
159
– –
-16,240
160
– –
-1,333
161
– –
-3,317
162
– –
-4,683
163
– –
-4,421
3 4 5 6
7