IWS
Insight Wealth Strategies Portfolio holdings
AUM
$792M
This Quarter Return
+7.52%
1 Year Return
+14.91%
3 Year Return
+42.7%
5 Year Return
+61.4%
10 Year Return
–
AUM
$619M
AUM Growth
+$619M
(+20%)
Cap. Flow
+$65.8M
Cap. Flow
% of AUM
10.63%
Top 10 Holdings %
Top 10 Hldgs %
38.06%
Holding
155
New
12
Increased
105
Reduced
33
Closed
2
Top Buys
Top Sells
Sector Composition
| 1 | Technology | 9.25% |
| 2 | Energy | 6.27% |
| 3 | Healthcare | 3.98% |
| 4 | Financials | 3.46% |
| 5 | Consumer Discretionary | 2.84% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
151
Vanguard Total Stock Market ETF
VTI
$524B
| $201K | 0.03% |
+846
| New | +$201K |
|
152
CEMIG Preferred Shares
CIG
$5.69B
| $56.8K | 0.01% |
24,498
| – | – |
|
|
TELL
153
DELISTED
Tellurian Inc.
TELL
| $7.56K | ﹤0.01% |
10,000
| – | – |
|
154
Invesco S&P SmallCap Energy ETF
PSCE
$57.7M
| – | – |
-3,577
| Closed | -$204K |
|
155
Alzamend Neuro
ALZN
$7.41M
| – | – |
-10,000
| Closed | -$2.37K |
|