IWS

Insight Wealth Strategies Portfolio holdings

AUM $896M
1-Year Est. Return 24.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$849M
AUM Growth
+$57.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$18.9M
2
+$16.1M
3
+$11.8M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$11.4M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$6.89M

Top Sells

1
+$21.9M
2
+$12.1M
3
+$8.81M
4
BKLN icon
Invesco Senior Loan ETF
BKLN
+$6.59M
5
HEZU icon
iShares Currency Hedged MSCI Eurozone ETF
HEZU
+$6.5M

Sector Composition

1 Technology 14.62%
2 Energy 6.3%
3 Industrials 4.79%
4 Healthcare 3.8%
5 Financials 3.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$274K 0.03%
5,195
+29
152
$271K 0.03%
5,248
-2,706
153
$266K 0.03%
9,902
+184
154
$262K 0.03%
3,001
-184
155
$261K 0.03%
26,949
+539
156
$260K 0.03%
1,354
-21,630
157
$256K 0.03%
781
+1
158
$255K 0.03%
1,385
-38
159
$254K 0.03%
11,378
+117
160
$254K 0.03%
906
161
$252K 0.03%
7,893
+2
162
$248K 0.03%
986
+18
163
$247K 0.03%
1,963
-59
164
$243K 0.03%
7,605
+44
165
$237K 0.03%
39,360
+257
166
$225K 0.03%
1,104
-17
167
$223K 0.03%
3,364
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168
$211K 0.02%
3,677
-155
169
$201K 0.02%
1,517
-203
170
$153K 0.02%
13,465
+179
171
$97.9K 0.01%
10,000
172
– –
-29,826
173
– –
-10,664
174
– –
-2,056
175
– –
-22,726
4 5 6
7
8