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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
$517M
AUM Growth
-$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$7.52M
2
+$3.46M
3
+$1.9M
4
STEM icon
Stem
STEM
+$1.49M
5
GPC icon
Genuine Parts
GPC
+$1.48M

Top Sells

1
+$4.79M
2
+$3.91M
3
+$3.85M
4
CVX icon
Chevron
CVX
+$3.55M
5
V icon
Visa
V
+$3.05M

Sector Composition

1 Technology 7.5%
2 Energy 7.42%
3 Healthcare 4.65%
4 Financials 2.65%
5 Consumer Discretionary 2.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
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-29,391
152
– –
-43,029
153
– –
-2,627
154
– –
-3,137
155
– –
-1,306
156
– –
-90,494
157
– –
-4,370
158
– –
-20,000
159
– –
-11,443
3 4 5 6
7