IWS
Insight Wealth Strategies Portfolio holdings
AUM
$849M
1-Year Est. Return
15.85%
1 Year Est. Return
+15.85%
AUM
$792M
AUM Growth
+$48.9M
(+6.6%)
Holding
180
Top Buys
| 1 | +$21.4M | |
| 2 | +$11.5M | |
| 3 | +$10.9M | |
| 4 |
iShares Convertible Bond ETF
ICVT
|
+$10.4M |
| 5 |
BNY Mellon Global Infrastructure Income ETF
BKGI
|
+$9.24M |
Top Sells
| 1 | +$21.8M | |
| 2 | +$17.9M | |
| 3 | +$11.1M | |
| 4 |
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
|
+$9.86M |
| 5 |
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
Lamb Weston
LW
$8.33B
| – | – |
-65,076
|
|
||
177
Northern Oil and Gas
NOG
$2.12B
| – | – |
-55,530
|
|
||
178
iShares Treasury Floating Rate Bond ETF
TFLO
$6.51B
| – | – |
-6,574
|
|
||
179
iShares TIPS Bond ETF
TIP
$14B
| – | – |
-100,070
|
|
||
180
UnitedHealth
UNH
$303B
| – | – |
-6,336
|
|