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
$358M
AUM Growth
+$31.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$19.2M
2
+$19.1M
3
+$5.61M
4
SPGP icon
Invesco S&P 500 GARP ETF
SPGP
+$2.63M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.92M

Top Sells

1
+$18.1M
2
+$17.5M
3
+$15.2M
4
FTCS icon
First Trust Capital Strength ETF
FTCS
+$4.87M
5
CVX icon
Chevron
CVX
+$1.99M

Sector Composition

1 Energy 7.84%
2 Technology 6.66%
3 Consumer Discretionary 3.75%
4 Healthcare 3.45%
5 Financials 2.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$26.9M 7.51%
218,316
-16,115
2
$22.5M 6.3%
630,223
-5,908
3
$20.9M 5.83%
196,193
+180,377
4
$20.8M 5.8%
206,970
+5,719
5
$19.1M 5.33%
+743,156
6
$15.7M 4.4%
365,460
-42,812
7
$15.2M 4.25%
197,026
+7,691
8
$13.8M 3.85%
274,131
+10,815
9
$13.4M 3.74%
266,231
+7,698
10
$12.5M 3.5%
136,629
+2,468
11
$11.8M 3.31%
120,622
+5,753
12
$11M 3.07%
152,501
-7,225
13
$8.65M 2.42%
151,107
+4,506
14
$6M 1.68%
50,901
+2,374
15
$5.61M 1.57%
+103,777
16
$5.59M 1.56%
117,640
+15,784
17
$5.42M 1.51%
293,523
+8,604
18
$4.63M 1.29%
86,739
+49,196
19
$4.06M 1.14%
45,640
+5,160
20
$3.19M 0.89%
87,373
+12,016
21
$3.07M 0.86%
100,822
+60,190
22
$2.87M 0.8%
24,114
+5,564
23
$2.81M 0.79%
26,097
+223
24
$2.71M 0.76%
46,033
+7,184
25
$2.63M 0.73%
85,659
-589,651
1
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