IWS
Insight Wealth Strategies Portfolio holdings
AUM
$849M
1-Year Est. Return
15.85%
1 Year Est. Return
+15.85%
AUM
$849M
AUM Growth
+$57.1M
(+7.2%)
Holding
187
Top Buys
| 1 | +$19M | |
| 2 | +$16.6M | |
| 3 | +$11.8M | |
| 4 |
Health Care Select Sector SPDR Fund
XLV
|
+$11.7M |
| 5 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$7.28M |
Top Sells
| 1 | +$21.9M | |
| 2 | +$12.4M | |
| 3 | +$9.13M | |
| 4 |
Seagate
STX
|
+$6.79M |
| 5 |
iShares Currency Hedged MSCI Eurozone ETF
HEZU
|
+$6.7M |
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 | |
|---|---|---|---|---|---|---|
176
Sherwin-Williams
SHW
$82.6B
| – | – |
-12,736
|
|
||
177
iShares Convertible Bond ETF
ICVT
$3.03B
| – | – |
-245,103
|
|
||
178
Intercontinental Exchange
ICE
$87.8B
| – | – |
-18,720
|
|
||
179
Hubbell
HUBB
$22.8B
| – | – |
-537
|
|
||
180
Honeywell
HON
$129B
| – | – |
-9,374
|
|
||
181
First Trust Municipal High Income ETF
FMHI
$786M
| – | – |
-4,412
|
|
||
182
Fidelity National Information Services
FIS
$34.4B
| – | – |
-29,826
|
|
||
183
Corteva
CTVA
$41.4B
| – | – |
-64,038
|
|
||
184
Cisco
CSCO
$273B
| – | – |
-3,123
|
|
||
185
Convergence Long/Short Equity ETF
CLSE
$216M
| – | – |
-22,726
|
|
||
186
Brown & Brown
BRO
$28.8B
| – | – |
-2,056
|
|
||
187
American Tower
AMT
$89.7B
| – | – |
-10,664
|
|