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
$759M
AUM Growth
+$56.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$22M
2
+$12.1M
3
+$8.86M
4
VCLT icon
Vanguard Long-Term Corporate Bond ETF
VCLT
+$7.72M
5
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$6.68M

Top Sells

1
+$26.1M
2
+$9.57M
3
+$9.23M
4
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$7.89M
5
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$6.82M

Sector Composition

1 Technology 9.38%
2 Industrials 5.08%
3 Energy 4.82%
4 Financials 4.7%
5 Healthcare 3.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$228K 0.03%
928
152
$220K 0.03%
776
+1
153
$219K 0.03%
2,010
+4
154
$217K 0.03%
+472
155
$212K 0.03%
+1,118
156
$205K 0.03%
7,888
-1,004
157
$203K 0.03%
+1,076
158
$201K 0.03%
+2,798
159
$200K 0.03%
+7,110
160
– –
-9,508
161
– –
-5,542
162
– –
-11,226
163
– –
-31,618
164
– –
-28,052
165
– –
-10,737
166
– –
-115,853
167
– –
-20,427
168
– –
-222
169
– –
-30,180
170
– –
-1,027
171
– –
-92,906
172
– –
-79,626
173
– –
-10,000
174
– –
-40,414
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