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
$746M
AUM Growth
-$13.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$14.7M
2
+$11M
3
+$10.5M
4
FDN icon
First Trust Dow Jones Internet Index Fund ETF
FDN
+$8.12M
5
GLTR icon
abrdn Physical Precious Metals Basket Shares ETF
GLTR
+$6.59M

Top Sells

1
+$12.6M
2
+$11.7M
3
+$10.8M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$8.86M
5
EWJ icon
iShares MSCI Japan ETF
EWJ
+$6.73M

Sector Composition

1 Technology 10.73%
2 Energy 5.74%
3 Financials 5.2%
4 Industrials 5.19%
5 Healthcare 3.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$144K 0.02%
+12,774
152
$140K 0.02%
+10,000
153
– –
-94,013
154
– –
-17,404
155
– –
-9,174
156
– –
-948
157
– –
-86,630
158
– –
-57,495
159
– –
-41,494
160
– –
-9,164
161
– –
-39,977
162
– –
-1
163
– –
-12,347
164
– –
-3,083
165
– –
-10,291
166
– –
-424,029
167
– –
-1,076
168
– –
-6,885
169
– –
-14,298
170
– –
-18,301
171
– –
-2,798
172
– –
-2,115
173
– –
-11,573
174
– –
-20,776
175
– –
-19,660
4 5 6
7
8