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
$704M
AUM Growth
-$42.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
242
New
Increased
Reduced
Closed

Top Buys

1
+$3.3M
2
+$1.38M
3
+$1.14M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$1.14M
5
CMI icon
Cummins
CMI
+$930K

Top Sells

1
+$3.38M
2
+$3.07M
3
+$2.9M
4
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$2.89M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$2.83M

Sector Composition

1 Technology 7.42%
2 Energy 4.89%
3 Consumer Discretionary 2.52%
4 Financials 2.51%
5 Industrials 1.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$213K 0.03%
1,379
+3
177
$211K 0.03%
3,510
-6,636
178
$210K 0.03%
+5,510
179
$209K 0.03%
+2,383
180
$206K 0.03%
2,130
+3
181
$206K 0.03%
+7,647
182
$204K 0.03%
+1,356
183
– –
-2,943
184
– –
-2,982
185
– –
-15,042
186
– –
-3,844
187
– –
-4,483
188
– –
-15,971
189
– –
-616
190
– –
-2,272
191
– –
-1,469
192
– –
-5,973
193
– –
-2,429
194
– –
-37,876
195
– –
-3,967
196
– –
-1,403
197
– –
-15,000
198
– –
-7,219
199
– –
-19,690
200
– –
-1,249
6 7
8
9 10