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
$746M
AUM Growth
+$157M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
239
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$11.6M
3
+$11.4M
4
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$10.9M
5
IQLT icon
iShares MSCI Intl Quality Factor ETF
IQLT
+$10.1M

Top Sells

1
+$3.43M
2
+$3.22M
3
+$2.93M
4
IGLB icon
iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB
+$2.84M
5
MIME
Mimecast Limited
MIME
+$1.9M

Sector Composition

1 Technology 8.62%
2 Energy 5.03%
3 Consumer Discretionary 2.8%
4 Financials 2.75%
5 Communication Services 2.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$240K 0.03%
2,955
+53
202
$239K 0.03%
3,844
-274
203
$236K 0.03%
1,403
-26
204
$235K 0.03%
+1,956
205
$231K 0.03%
1,157
-13
206
$229K 0.03%
4,669
-114
207
$226K 0.03%
+8,633
208
$226K 0.03%
+2,656
209
$226K 0.03%
2,429
-193
210
$222K 0.03%
2,507
+23
211
$220K 0.03%
2,051
212
$218K 0.03%
1,545
-702
213
$212K 0.03%
+4,135
214
$203K 0.03%
429
-6
215
$203K 0.03%
+2,272
216
$202K 0.03%
+853
217
$202K 0.03%
2,127
-1,638
218
$202K 0.03%
+1,376
219
$201K 0.03%
+1,442
220
$107K 0.01%
15,000
221
– –
-10,486
222
– –
-7,902
223
– –
-2,686
224
– –
-13,312
225
– –
-2,315
6 7 8
9
10