IWS
Insight Wealth Strategies Portfolio holdings
AUM
$872M
1-Year Est. Return
20.16%
This Fund
S&P 500
1 Year Est. Return
+20.16%
AUM
$872M
AUM Growth
+$23.4M
(+2.8%)
Holding
186
Top Buys
| 1 | +$23.9M | |
| 2 | +$16.3M | |
| 3 | +$16.1M | |
| 4 |
Simplify Short Term Treasury Futures Strategy ETF
TUA
|
+$14.1M |
| 5 |
Century Aluminum
CENX
|
+$4.81M |
Top Sells
| 1 | +$23.1M | |
| 2 | +$19M | |
| 3 | +$11.9M | |
| 4 |
iShares Preferred and Income Securities ETF
PFF
|
+$10.2M |
| 5 |
iShares International Treasury Bond ETF
IGOV
|
+$5.91M |
Sector Composition
| 1 | Technology | 13.55% |
| 2 | Healthcare | 6.24% |
| 3 | Energy | 5.7% |
| 4 | Industrials | 3.98% |
| 5 | Financials | 3.11% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
SM Energy
SM
$5.51B
| – | – |
-108,074
|
|
||
177
Texas Instruments
TXN
$193B
| – | – |
-1,385
|
|
||
178
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
$2.46B
| – | – |
-1,517
|
|
||
179
Arch Capital
ACGL
$36B
| – | – |
-3,367
|
|
||
180
Invesco Senior Loan ETF
BKLN
$6.94B
| – | – |
-567,999
|
|
||
181
Dimensional Inflation-Protected Securities ETF
DFIP
$1.06B
| – | – |
-449,081
|
|
||
182
Dynatrace
DT
$10.7B
| – | – |
-79,424
|
|
||
|
183
iShares International Treasury Bond ETF
IGOV
$1.11B
| – | – |
-138,631
|
|
||
184
Jefferies Financial Group
JEF
$9.18B
| – | – |
-81,769
|
|
||
185
Oracle
ORCL
$418B
| – | – |
-18,290
|
|
||
186
PACCAR
PCAR
$66.3B
| – | – |
-44,566
|
|