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IWS

Insight Wealth Strategies Portfolio holdings

AUM $1.02B
1-Year Est. Return 38%
This Fund
S&P 500
This Quarter Est. Return
+3.46%
1 Year Est. Return
+38%
3 Year Est. Return
+79.51%
5 Year Est. Return
+75.24%
10 Year Est. Return
–
AUM
$896M
AUM Growth
+$23.6M
Cap. Flow
+$9.83M
Cap. Flow %
1.1%
Top 10 Hldgs %
29.71%
Holding
188
New
17
Increased
102
Reduced
51
Closed
11

Top Buys

Rank Stock Value
1
VPLS
Vanguard Core Plus Bond ETF
VPLS
+$26.8M
2
VLUE icon
iShares MSCI USA Value Factor ETF
VLUE
+$22.5M
3
PGHY icon
Invesco Global ex-US High Yield Corporate Bond ETF
PGHY
+$16.5M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$12.2M
5
IHE icon
iShares US Pharmaceuticals ETF
IHE
+$10.4M

Top Sells

Rank Stock Value
1
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$25.7M
2
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$13.2M
3
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$12.8M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$11M
5
TFLR icon
T. Rowe Price Floating Rate ETF
TFLR
+$10.6M

Sector Composition

Rank Sector Weight
1 Technology 12.53%
2 Energy 7.04%
3 Healthcare 5.9%
4 Industrials 4.34%
5 Financials 2.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NEA icon
176
Nuveen AMT-Free Quality Municipal Income Fund
NEA
$3.42B
$157K 0.02%
13,946
+161
+1% +$1.87K
RELL icon
177
Richardson Electronics
RELL
$304M
$110K 0.01%
10,000
– –
ADP icon
178
Automatic Data Processing
ADP
$108B
– –
-17,459
Closed -$4.49M
BAH icon
179
Booz Allen Hamilton
BAH
$9.15B
– –
-49,937
Closed -$4.21M
CLOZ icon
180
Panagram BBB-B CLO ETF
CLOZ
$805M
– –
-10,091
Closed -$267K
FDN icon
181
First Trust Dow Jones Internet Index Fund ETF
FDN
$5.34B
– –
-1,034
Closed -$278K
INTU icon
182
Intuit
INTU
$89B
– –
-6,355
Closed -$4.21M
LNG icon
183
Cheniere Energy
LNG
$52.9B
– –
-1,182
Closed -$230K
NEAR icon
184
iShares Short Maturity Bond ETF
NEAR
$4.88B
– –
-5,150
Closed -$263K
PAYO icon
185
Payoneer
PAYO
$2.41B
– –
-19,348
Closed -$109K
USXF icon
186
iShares ESG Advanced MSCI USA ETF
USXF
$1.51B
– –
-3,668
Closed -$211K
XLC icon
187
State Street Communication Services Select Sector SPDR ETF
XLC
$22.5B
– –
-108,862
Closed -$12.8M
SHYM
188
iShares Short Duration High Yield Muni Active ETF
SHYM
$815M
– –
-11,558
Closed -$257K
4 5 6 7
8

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Insight Wealth Strategies's Q1 2026 Portfolio in Review

As of Q1 2026, Insight Wealth Strategies held 188 positions worth $896M, up 2.7% from $872M the previous quarter. Its ten largest holdings account for 30% of the portfolio.

Insight Wealth Strategies's Q1 2026 filing shows 17 new, 102 increased, 51 reduced and 11 closed positions. Its largest new stake was Vanguard Core Plus Bond ETF: 343,106 shares worth $26.6M. The largest sale was iShares 20+ Year Treasury Bond ETF, an estimated $25.7M.

By sector, the portfolio is most concentrated in Technology at 13% of assets, down from 14% a quarter earlier, followed by Energy and Healthcare.

  • Insight Wealth Strategies's largest Q1 2026 buy was Vanguard Core Plus Bond ETF: 343,106 shares worth $26.6M.
  • Insight Wealth Strategies added most to iShares MSCI USA Value Factor ETF in Q1 2026, an estimated $22.5M increase.
  • Insight Wealth Strategies's biggest Q1 2026 reduction was iShares 20+ Year Treasury Bond ETF, cutting an estimated $25.7M.
  • Insight Wealth Strategies fully exited State Street Communication Services Select Sector SPDR ETF in Q1 2026, selling an estimated $12.8M.
  • Insight Wealth Strategies's ten largest holdings make up 30% of its $896M portfolio in Q1 2026.
  • Insight Wealth Strategies opened 17 new positions and closed 11 in Q1 2026.
  • Insight Wealth Strategies's portfolio value rose 2.7% quarter-over-quarter to $896M.

Based on Insight Wealth Strategies's 13F filing for Q1 2026, filed 10 Apr 2026.