IWS
Insight Wealth Strategies Portfolio holdings
AUM
$792M
1-Year Return
14.91%
This Quarter Return
+5.32%
1 Year Return
+14.91%
3 Year Return
+42.7%
5 Year Return
+61.4%
10 Year Return
–
AUM
$704M
AUM Growth
-$42.7M
(-5.7%)
Cap. Flow
-$81.3M
Cap. Flow
% of AUM
-11.55%
Top 10 Holdings %
Top 10 Hldgs %
40.89%
Holding
242
New
22
Increased
31
Reduced
127
Closed
60
Top Buys
| 1 |
iShares TIPS Bond ETF
TIP
|
$3.3M |
| 2 |
PepsiCo
PEP
|
$1.38M |
| 3 |
iShares US Real Estate ETF
IYR
|
$1.14M |
| 4 |
iShares S&P 500 Value ETF
IVE
|
$1.14M |
| 5 |
Cummins
CMI
|
$930K |
Top Sells
| 1 |
Adobe
ADBE
|
$3.38M |
| 2 |
Chevron
CVX
|
$3.07M |
| 3 |
iShares Core S&P US Growth ETF
IUSG
|
$2.9M |
| 4 |
Goldman Sachs ActiveBeta International Equity ETF
GSIE
|
$2.89M |
| 5 |
iShares MSCI USA Momentum Factor ETF
MTUM
|
$2.83M |
Sector Composition
| 1 | Technology | 7.42% |
| 2 | Energy | 4.89% |
| 3 | Consumer Discretionary | 2.52% |
| 4 | Financials | 2.51% |
| 5 | Industrials | 1.82% |
