IWS
Insight Wealth Strategies Portfolio holdings
AUM
$872M
1-Year Est. Return
20.16%
1 Year Est. Return
+20.16%
AUM
$872M
AUM Growth
+$23.4M
(+2.8%)
Holding
186
Top Buys
| 1 | +$23.7M | |
| 2 | +$16.5M | |
| 3 | +$16M | |
| 4 |
Simplify Short Term Treasury Futures Strategy ETF
TUA
|
+$14M |
| 5 |
Century Aluminum
CENX
|
+$6.04M |
Top Sells
| 1 | +$23.1M | |
| 2 | +$19M | |
| 3 | +$11.9M | |
| 4 |
iShares Preferred and Income Securities ETF
PFF
|
+$10.1M |
| 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
GoDaddy
GDDY
$14.6B
| – | – |
-25,271
|
|
||
177
Strategy Shares Nasdaq 7HANDL Index ETF
HNDL
$645M
| – | – |
-17,441
|
|
||
178
iShares High Yield Systematic Bond ETF
HYDB
$1.69B
| – | – |
-481,910
|
|
||
|
179
iShares International Treasury Bond ETF
IGOV
$998M
| – | – |
-138,631
|
|
||
180
Jefferies Financial Group
JEF
$12.9B
| – | – |
-81,769
|
|
||
181
Oracle
ORCL
$556B
| – | – |
-18,290
|
|
||
182
PACCAR
PCAR
$62.5B
| – | – |
-44,566
|
|
||
183
Reinsurance Group of America
RGA
$13B
| – | – |
-1,354
|
|
||
184
SM Energy
SM
$2.13B
| – | – |
-108,074
|
|
||
185
Texas Instruments
TXN
$176B
| – | – |
-1,385
|
|
||
186
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
$1.91B
| – | – |
-1,517
|
|