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
$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
– –
-6,637
184
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-2,507
185
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-429
186
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-605
187
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-19,690
188
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-1,648
189
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-5,511
190
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-853
191
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-6,620
192
– –
-2,777
193
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-1,157
194
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-1,249
195
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-8,230
196
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-7,972
197
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-3,485
198
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-936
199
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-2,702
200
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-2,943
6 7
8
9 10