IWS

Insight Wealth Strategies Portfolio holdings

AUM $849M
1-Year Est. Return 15.85%
This Quarter Est. Return
1 Year Est. Return
+15.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$681M
AUM Growth
+$62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$13M
2
+$12.7M
3
+$8.29M
4
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$6.32M
5
EWJ icon
iShares MSCI Japan ETF
EWJ
+$6.22M

Top Sells

1
+$21.3M
2
+$18.9M
3
+$8.53M
4
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$6.51M
5
BKLN icon
Invesco Senior Loan ETF
BKLN
+$3.4M

Sector Composition

1 Technology 11.11%
2 Energy 5.62%
3 Financials 4.24%
4 Industrials 3.75%
5 Consumer Staples 3.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$250K 0.04%
983
-133
152
$248K 0.04%
37,961
+206
153
$247K 0.04%
20,193
+191
154
$228K 0.03%
+1,741
155
$220K 0.03%
847
+1
156
$209K 0.03%
+928
157
$206K 0.03%
+8,892
158
$201K 0.03%
4,021
-37
159
$6.61K ﹤0.01%
10,000
160
– –
-9,360
161
– –
-206,696
162
– –
-160,465
163
– –
-53,635
164
– –
-31,847
165
– –
-66,183
166
– –
-69,611
167
– –
-22,255
168
– –
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169
– –
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170
– –
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171
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172
– –
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173
– –
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174
– –
-18,365
175
– –
-7,235
4 5 6
7
8