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
$702M
AUM Growth
-$9.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
195
New
Increased
Reduced
Closed

Top Buys

1
+$14.1M
2
+$9.69M
3
+$4.7M
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$1.84M
5
SPSC icon
SPS Commerce
SPSC
+$1.5M

Top Sells

1
+$19M
2
+$5.25M
3
+$4.55M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$4.45M
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$4.34M

Sector Composition

1 Technology 8.92%
2 Energy 4.85%
3 Consumer Discretionary 3.13%
4 Financials 2.78%
5 Healthcare 2.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
– –
-26,594
177
– –
-1,946
178
– –
-1,022
179
– –
-10,938
180
– –
-10,042
181
– –
-8,129
182
– –
-13,542
183
– –
-4,609
184
– –
-15,009
185
– –
-35,555
186
– –
-43,968
187
– –
-7,688
188
– –
-4,803
189
– –
-6,025
190
– –
-2,386
191
– –
-48,581
192
– –
-1,378
193
– –
-12,468
194
– –
-35,145
195
– –
-8,693
4 5 6 7
8