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
$449M
AUM Growth
+$73.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
183
New
Increased
Reduced
Closed

Top Buys

1
+$3.41M
2
+$2.23M
3
+$2.16M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$2.02M
5
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$1.96M

Top Sells

1
+$2.68M
2
+$1.17M
3
+$1.07M
4
AAPL icon
Apple
AAPL
+$890K
5
UNH icon
UnitedHealth
UNH
+$842K

Sector Composition

1 Technology 6.24%
2 Energy 5.6%
3 Consumer Discretionary 2.2%
4 Communication Services 1.99%
5 Financials 1.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
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177
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178
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-19,089
179
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-10,587
180
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-12,651
181
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-5,930
182
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-10,014
183
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-7,123
4 5 6 7
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