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
$472M
AUM Growth
+$46.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1
+$3.42M
2
+$3.25M
3
+$2.77M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$2.48M
5
BKLN icon
Invesco Senior Loan ETF
BKLN
+$2.41M

Top Sells

1
+$2.88M
2
+$2.44M
3
+$2.19M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$1.98M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$1.89M

Sector Composition

1 Technology 10.5%
2 Energy 7.25%
3 Consumer Discretionary 3.61%
4 Financials 3.44%
5 Healthcare 3.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$261K 0.06%
4,448
+567
177
$261K 0.06%
+8,618
178
$254K 0.05%
+2,707
179
$248K 0.05%
+4,022
180
$243K 0.05%
+2,976
181
$239K 0.05%
+7,625
182
$238K 0.05%
+5,411
183
$237K 0.05%
9,401
+75
184
$234K 0.05%
+3,318
185
$231K 0.05%
29,222
+92
186
$230K 0.05%
+4,971
187
$227K 0.05%
+1,371
188
$223K 0.05%
13,855
-5,573
189
$221K 0.05%
6,252
+4
190
$219K 0.05%
+6,216
191
$218K 0.05%
1,104
-194
192
$207K 0.04%
+2,432
193
$207K 0.04%
8,150
-1,130
194
$195K 0.04%
+12,907
195
$177K 0.04%
25,000
196
$166K 0.04%
11,745
+186
197
– –
-6,404
198
– –
-14,675
199
– –
-2,269
200
– –
-4,264
5 6 7
8
9