IWS
Insight Wealth Strategies Portfolio holdings
AUM
$792M
1-Year Return
14.91%
This Quarter Return
+6.6%
1 Year Return
+14.91%
3 Year Return
+42.7%
5 Year Return
+61.4%
10 Year Return
–
AUM
$472M
AUM Growth
+$46.5M
(+11%)
Cap. Flow
+$21.6M
Cap. Flow
% of AUM
4.57%
Top 10 Holdings %
Top 10 Hldgs %
46.1%
Holding
210
New
25
Increased
121
Reduced
49
Closed
14
Top Buys
| 1 |
SPDR Bloomberg Convertible Securities ETF
CWB
|
$3.42M |
| 2 |
Chevron
CVX
|
$3.25M |
| 3 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
$2.77M |
| 4 |
iShares Preferred and Income Securities ETF
PFF
|
$2.48M |
| 5 |
Invesco Senior Loan ETF
BKLN
|
$2.41M |
Top Sells
| 1 |
RP
RealPage, Inc.
RP
|
$2.88M |
| 2 |
Boeing
BA
|
$2.44M |
| 3 |
iShares 1-3 Year International Treasury Bond ETF
IGOV
|
$2.19M |
| 4 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$1.98M |
| 5 |
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% |
