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
$539M
AUM Growth
+$89.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$10.9M
3
+$5.25M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$4.8M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$4.22M

Top Sells

1
+$7.55M
2
+$6.4M
3
+$3.2M
4
MBB icon
iShares MBS ETF
MBB
+$2.84M
5
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$2.58M

Sector Composition

1 Technology 7.97%
2 Energy 3.9%
3 Consumer Discretionary 2.26%
4 Financials 2.08%
5 Communication Services 1.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$236K 0.04%
+1,597
177
$235K 0.04%
9,628
+72
178
$232K 0.04%
+974
179
$231K 0.04%
4,343
-337
180
$231K 0.04%
+1,213
181
$229K 0.04%
8,919
+74
182
$227K 0.04%
+846
183
$225K 0.04%
+1,324
184
$222K 0.04%
+756
185
$221K 0.04%
+1,526
186
$221K 0.04%
7,074
+16
187
$218K 0.04%
2,375
+13
188
$217K 0.04%
9,229
+70
189
$215K 0.04%
+1,070
190
$210K 0.04%
1,427
-471
191
$207K 0.04%
+2,760
192
$207K 0.04%
+4,621
193
$206K 0.04%
+2,086
194
$203K 0.04%
+6,027
195
$202K 0.04%
+2,622
196
$200K 0.04%
358
+34
197
$196K 0.04%
14,695
+182
198
$169K 0.03%
6,808
+1,372
199
$138K 0.03%
25,000
200
– –
-18,313
5 6 7
8
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