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
$792M
AUM Growth
+$48.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1
+$21.4M
2
+$11.5M
3
+$10.9M
4
ICVT icon
iShares Convertible Bond ETF
ICVT
+$10.4M
5
BKGI icon
BNY Mellon Global Infrastructure Income ETF
BKGI
+$9.24M

Top Sells

1
+$21.8M
2
+$17.9M
3
+$11.1M
4
XOP icon
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
+$9.86M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$9.36M

Sector Composition

1 Technology 14.18%
2 Financials 5.2%
3 Energy 5.18%
4 Industrials 4.7%
5 Healthcare 2.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
– –
-25,259
177
– –
-4,120
178
– –
-65,076
179
– –
-55,530
180
– –
-6,336
4 5 6 7
8