IWS
Insight Wealth Strategies Portfolio holdings
AUM
$792M
This Quarter Return
+5.89%
1 Year Return
+14.91%
3 Year Return
+42.7%
5 Year Return
+61.4%
10 Year Return
–
AUM
$539M
AUM Growth
+$539M
(+20%)
Cap. Flow
+$76.3M
Cap. Flow
% of AUM
14.15%
Top 10 Holdings %
Top 10 Hldgs %
44.55%
Holding
203
New
35
Increased
123
Reduced
39
Closed
4
Top Buys
Top Sells
| 1 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$7.55M |
| 2 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
$6.4M |
| 3 |
iShares TIPS Bond ETF
TIP
|
$3.2M |
| 4 |
iShares MBS ETF
MBB
|
$2.84M |
| 5 |
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
201
iShares 20+ Year Treasury Bond ETF
TLT
$47.8B
| – | – |
-8,059
| Closed | -$1.32M |
|
202
Burlington
BURL
$18.5B
| – | – |
-5,117
| Closed | -$1.01M |
|
203
iShares Agency Bond ETF
AGZ
$614M
| – | – |
-18,313
| Closed | -$2.22M |
|