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
$703M
AUM Growth
+$21.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$11.5M
2
+$8.64M
3
+$4.38M
4
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$4.35M
5
AMGN icon
Amgen
AMGN
+$3.87M

Top Sells

1
+$15.2M
2
+$8.77M
3
+$8.29M
4
FISV
Fiserv Inc
FISV
+$2.86M
5
UNM icon
Unum
UNM
+$2.24M

Sector Composition

1 Technology 11.19%
2 Energy 5.51%
3 Industrials 4.12%
4 Financials 3.95%
5 Healthcare 3.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$242K 0.03%
928
152
$224K 0.03%
8,892
153
$208K 0.03%
+2,006
154
$207K 0.03%
775
-72
155
$201K 0.03%
+222
156
$201K 0.03%
911
-72
157
$6.93K ﹤0.01%
10,000
158
– –
-7,546
159
– –
-26,497
160
– –
-4,021
161
– –
-61,883
162
– –
-17,924
163
– –
-195,367
164
– –
-168,446
165
– –
-25,981
166
– –
-62,358
167
– –
-41,765
168
– –
-56,098
169
– –
-156,622
170
– –
-3,823
3 4 5 6
7