IWS
Insight Wealth Strategies Portfolio holdings
AUM
$896M
1-Year Est. Return
24.24%
This Fund
S&P 500
1 Year Est. Return
+24.24%
AUM
$896M
AUM Growth
+$23.6M
(+2.7%)
Holding
188
Top Buys
| 1 | +$26.8M | |
| 2 | +$22.5M | |
| 3 | +$16.5M | |
| 4 |
iShares 0-5 Year TIPS Bond ETF
STIP
|
+$12.2M |
| 5 |
iShares US Pharmaceuticals ETF
IHE
|
+$10.4M |
Top Sells
| 1 | +$25.7M | |
| 2 | +$13.2M | |
| 3 | +$12.8M | |
| 4 |
iShares Preferred and Income Securities ETF
PFF
|
+$11M |
| 5 |
T. Rowe Price Floating Rate ETF
TFLR
|
+$10.6M |
Sector Composition
| 1 | Technology | 12.53% |
| 2 | Energy | 7.04% |
| 3 | Healthcare | 5.9% |
| 4 | Industrials | 4.34% |
| 5 | Financials | 2.95% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
Nuveen AMT-Free Quality Municipal Income Fund
NEA
$3.44B
| $157K | 0.02% |
13,946
+161
|
|
||
177
Richardson Electronics
RELL
$193M
| $110K | 0.01% |
10,000
|
|
||
|
SHYM
178
iShares Short Duration High Yield Muni Active ETF
SHYM
$538M
| – | – |
-11,558
|
|
||
179
State Street Communication Services Select Sector SPDR ETF
XLC
$25.7B
| – | – |
-108,862
|
|
||
180
iShares ESG Advanced MSCI USA ETF
USXF
$1.28B
| – | – |
-3,668
|
|
||
181
Payoneer
PAYO
$1.78B
| – | – |
-19,348
|
|
||
182
iShares Short Maturity Bond ETF
NEAR
$4.22B
| – | – |
-5,150
|
|
||
183
Cheniere Energy
LNG
$55.2B
| – | – |
-1,182
|
|
||
184
Intuit
INTU
$107B
| – | – |
-6,355
|
|
||
185
First Trust Dow Jones Internet Index Fund ETF
FDN
$5.04B
| – | – |
-1,034
|
|
||
186
Panagram BBB-B CLO ETF
CLOZ
$590M
| – | – |
-10,091
|
|
||
187
Booz Allen Hamilton
BAH
$9.92B
| – | – |
-49,937
|
|
||
188
Automatic Data Processing
ADP
$80.7B
| – | – |
-17,459
|
|