IWS

Insight Wealth Strategies Portfolio holdings

AUM $849M
1-Year Est. Return 15.85%
This Quarter Est. Return
1 Year Est. Return
+15.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$539M
AUM Growth
+$89.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$10.9M
3
+$5.25M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$4.8M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$4.22M

Top Sells

1
+$7.55M
2
+$6.4M
3
+$3.2M
4
MBB icon
iShares MBS ETF
MBB
+$2.84M
5
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$2.58M

Sector Composition

1 Technology 7.97%
2 Energy 3.9%
3 Consumer Discretionary 2.26%
4 Financials 2.08%
5 Communication Services 1.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
– –
-5,117
202
– –
-8,059
203
– –
-5,674
5 6 7 8
9