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
$681M
AUM Growth
+$62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$13M
2
+$12.1M
3
+$8.05M
4
EWJ icon
iShares MSCI Japan ETF
EWJ
+$5.91M
5
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$5.91M

Top Sells

1
+$20.9M
2
+$18.9M
3
+$7.93M
4
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$6.21M
5
BKLN icon
Invesco Senior Loan ETF
BKLN
+$3.4M

Sector Composition

1 Technology 11.11%
2 Energy 5.62%
3 Financials 4.24%
4 Industrials 3.75%
5 Consumer Staples 3.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
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177
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179
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-24,412
180
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-2,760
181
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-10,858
182
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-9,804
183
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-16,418
184
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-7,660
185
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-41,850
4 5 6 7
8