IWS

Insight Wealth Strategies Portfolio holdings

AUM $872M
1-Year Est. Return 20.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.16%
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
+$2.19M
3
+$2.05M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$1.93M
5
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$1.93M

Top Sells

1
+$2.68M
2
+$1.1M
3
+$1.03M
4
UNH icon
UnitedHealth
UNH
+$818K
5
ELV icon
Elevance Health
ELV
+$758K

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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-3,341
177
– –
-4,363
178
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-5,447
179
– –
-21,398
180
– –
-26,090
181
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-19,089
182
– –
-10,587
183
– –
-5,930
4 5 6 7
8