IWS
Insight Wealth Strategies Portfolio holdings
AUM
$792M
This Quarter Return
-11%
1 Year Return
+14.91%
3 Year Return
+42.7%
5 Year Return
+61.4%
10 Year Return
–
AUM
$376M
AUM Growth
+$376M
(-20%)
Cap. Flow
-$27.5M
Cap. Flow
% of AUM
-7.32%
Top 10 Holdings %
Top 10 Hldgs %
56.93%
Holding
206
New
10
Increased
49
Reduced
89
Closed
56
Top Buys
Top Sells
Sector Composition
| 1 | Energy | 5.51% |
| 2 | Technology | 4.66% |
| 3 | Consumer Discretionary | 1.75% |
| 4 | Communication Services | 1.46% |
| 5 | Healthcare | 1.33% |