IWS
Insight Wealth Strategies Portfolio holdings
AUM $792M
1-Year Return
14.91%
This Quarter Return
+0.07%
1 Year Return
+14.91%
3 Year Return
+42.7%
5 Year Return
+61.4%
10 Year Return
–
AUM
$743M
AUM Growth
-$2.95M
(-0.4%)
Cap. Flow
-$1.19M
Cap. Flow
% of AUM
-0.16%
Top 10 Holdings %
Top 10 Hldgs %
34.52%
Holding
166
New
14
Increased
92
Reduced
47
Closed
8
Top Buys
Top Sells
| 1 |
Vanguard International Dividend Appreciation ETF
VIGI
|
+$25.3M |
| 2 |
iShares MBS ETF
MBB
|
+$23.5M |
| 3 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
+$21.5M |
| 4 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
+$19M |
| 5 |
iShares Core S&P Small-Cap ETF
IJR
|
+$10.5M |
Sector Composition
| 1 | Technology | 10.19% |
| 2 | Energy | 6.16% |
| 3 | Financials | 5.59% |
| 4 | Industrials | 4.64% |
| 5 | Healthcare | 3.49% |
