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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
+20.9%
1 Year Est. Return
+38%
3 Year Est. Return
+79.51%
5 Year Est. Return
+75.24%
10 Year Est. Return
–
AUM
$1.02B
AUM Growth
+$129M
(+14%)
Cap. Flow
+$21M
Cap. Flow
% of AUM
2.05%
Top 10 Holdings %
Top 10 Hldgs %
29.33%
Holding
205
New
28
Increased
89
Reduced
57
Closed
23
Top Buys
| 1 |
PGIM AAA CLO ETF
PAAA
|
+$32.7M |
| 2 |
VanEck IG Floating Rate ETF
FLTR
|
+$28.2M |
| 3 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$24.7M |
| 4 |
Invesco Variable Rate Preferred ETF
VRP
|
+$22.6M |
| 5 |
Schwab Fundamental International Large Company Index ETF
FNDF
|
+$20.2M |
Top Sells
Sector Composition
| 1 | Technology | 16.52% |
| 2 | Healthcare | 6.64% |
| 3 | Energy | 4.63% |
| 4 | Industrials | 4.21% |
| 5 | Financials | 1.99% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
201
Verisk Analytics
VRSK
$25B
| – | – |
-21,423
| Closed | -$4.07M |
|
202
State Street Financial Select Sector SPDR ETF
XLF
$54.7B
| – | – |
-4,263
| Closed | -$210K |
|
203
State Street Health Care Select Sector SPDR ETF
XLV
$40.6B
| – | – |
-85,647
| Closed | -$12.6M |
|
204
Expro
XPRO
$1.85B
| – | – |
-270,449
| Closed | -$4.71M |
|
|
XYZ
205
Block Inc
XYZ
$47.6B
| – | – |
-67,044
| Closed | -$4.03M |
|
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