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
$746M
AUM Growth
+$157M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
239
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$11.6M
3
+$11.4M
4
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$10.9M
5
IQLT icon
iShares MSCI Intl Quality Factor ETF
IQLT
+$10.1M

Top Sells

1
+$3.43M
2
+$3.22M
3
+$2.93M
4
IGLB icon
iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB
+$2.84M
5
MIME
Mimecast Limited
MIME
+$1.9M

Sector Composition

1 Technology 8.62%
2 Energy 5.03%
3 Consumer Discretionary 2.8%
4 Financials 2.75%
5 Communication Services 2.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$301K 0.04%
7,937
-55
177
$295K 0.04%
3,485
+57
178
$294K 0.04%
4,667
+25
179
$293K 0.04%
831
-6
180
$293K 0.04%
6,637
+95
181
$284K 0.04%
4,483
+54
182
$282K 0.04%
1,096
183
$281K 0.04%
616
-7
184
$279K 0.04%
3,710
+36
185
$279K 0.04%
2,887
+40
186
$276K 0.04%
3,064
-344
187
$274K 0.04%
19,690
+3,744
188
$270K 0.04%
5,264
-5,698
189
$267K 0.04%
2,010
-12
190
$266K 0.04%
3,989
-42,533
191
$266K 0.04%
1,315
-6
192
$264K 0.04%
3,967
-279
193
$258K 0.03%
2,982
+20
194
$251K 0.03%
1,653
+2
195
$250K 0.03%
919
-19
196
$249K 0.03%
5,511
+61
197
$247K 0.03%
1,648
-4
198
$244K 0.03%
605
-9
199
$243K 0.03%
8,806
+133
200
$243K 0.03%
1,469
-1
6 7
8
9 10