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
$711M
AUM Growth
+$7.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1
+$4.49M
2
+$4.45M
3
+$2.13M
4
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$2M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.36M

Top Sells

1
+$4.37M
2
+$4.19M
3
+$2.84M
4
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$1.34M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.33M

Sector Composition

1 Technology 7.66%
2 Energy 4.79%
3 Consumer Discretionary 2.69%
4 Financials 2.55%
5 Healthcare 1.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$229K 0.03%
8,693
-214
177
$224K 0.03%
1,022
+60
178
$223K 0.03%
6,025
+389
179
$222K 0.03%
1,417
+3
180
$216K 0.03%
+4,306
181
$214K 0.03%
+3,928
182
$212K 0.03%
1,378
-1
183
$210K 0.03%
5,512
+2
184
$208K 0.03%
1,391
+35
185
$208K 0.03%
2,386
+3
186
$120K 0.02%
+25,000
187
– –
-197,335
188
– –
-2,130
189
– –
-7,647
190
– –
-4,564
191
– –
-3,510
192
– –
-493
193
– –
-10,163
194
– –
-2,136
4 5 6 7
8