IWS

Insight Wealth Strategies Portfolio holdings

AUM $849M
1-Year Est. Return 15.85%
This Quarter Est. Return
1 Year Est. Return
+15.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$426M
AUM Growth
+$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1
+$18.1M
2
+$13.3M
3
+$4.61M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$3.48M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$3.01M

Top Sells

1
+$20.9M
2
+$17.7M
3
+$14.3M
4
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$12.1M
5
SPGP icon
Invesco S&P 500 GARP ETF
SPGP
+$2.49M

Sector Composition

1 Technology 10.51%
2 Energy 7.22%
3 Consumer Discretionary 3.89%
4 Financials 3.37%
5 Healthcare 3.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$222K 0.05%
+3,881
177
$220K 0.05%
9,280
-1,505
178
$219K 0.05%
+1,830
179
$214K 0.05%
5,671
+64
180
$213K 0.05%
+2,097
181
$210K 0.05%
6,248
+2
182
$207K 0.05%
1,832
-6,223
183
$201K 0.05%
+2,811
184
$165K 0.04%
11,559
+137
185
$131K 0.03%
25,000
186
– –
-2,194
187
– –
-13,248
188
– –
-9,079
189
– –
-3,543
190
– –
-10,758
191
– –
-3,399
192
– –
-9,500
193
– –
-11,599
194
– –
-6,270
195
– –
-7,804
196
– –
-2,010
197
– –
-4,185
198
– –
-4,311
199
– –
-12,197
4 5 6 7
8