IWS

Insight Wealth Strategies Portfolio holdings

AUM $872M
1-Year Est. Return 20.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.16%
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
+$12.1M
3
+$8.05M
4
EWJ icon
iShares MSCI Japan ETF
EWJ
+$5.91M
5
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$5.91M

Top Sells

1
+$20.9M
2
+$18.9M
3
+$7.93M
4
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$6.21M
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
– –
-11,800
167
– –
-4,034
168
– –
-44,313
169
– –
-35,069
170
– –
-18,365
171
– –
-7,235
172
– –
-20,295
173
– –
-21,281
174
– –
-44,364
175
– –
-12,640
4 5 6
7
8