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
$743M
AUM Growth
-$2.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$22M
2
+$20.8M
3
+$20.5M
4
HEZU icon
iShares Currency Hedged MSCI Eurozone ETF
HEZU
+$13.4M
5
XMMO icon
Invesco S&P MidCap Momentum ETF
XMMO
+$10M

Top Sells

1
+$25.3M
2
+$23.5M
3
+$21.5M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$19M
5
IJR icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$219K 0.03%
+1,094
152
$218K 0.03%
933
+2
153
$211K 0.03%
1,120
+1
154
$210K 0.03%
4,392
-781
155
$207K 0.03%
+2,894
156
$205K 0.03%
1,997
-21
157
$145K 0.02%
12,937
+163
158
$112K 0.02%
10,000
159
– –
-51,815
160
– –
-67,744
161
– –
-141,264
162
– –
-211,730
163
– –
-7,888
164
– –
-932
165
– –
-82,409
166
– –
-102,080
3 4 5 6
7