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IWS

Insight Wealth Strategies Portfolio holdings

AUM $896M
1-Year Est. Return 24.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.24%
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
+$3.28M
2
+$1.35M
3
+$1.13M
4
IYR icon
iShares US Real Estate ETF
IYR
+$1.11M
5
CMI icon
Cummins
CMI
+$975K

Top Sells

1
+$3.09M
2
+$2.97M
3
+$2.88M
4
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$2.77M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$2.76M

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%
10,650
+15
181
$206K 0.03%
+7,647
182
$204K 0.03%
+1,356
183
– –
-8,230
184
– –
-1,648
185
– –
-5,511
186
– –
-853
187
– –
-6,620
188
– –
-2,777
189
– –
-2,702
190
– –
-2,943
191
– –
-2,557
192
– –
-831
193
– –
-11,668
194
– –
-3,710
195
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-4,559
196
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-1,157
197
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-2,887
198
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-3,064
199
– –
-2,982
200
– –
-919
6 7
8
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