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
$409M
AUM Growth
+$51.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$18.2M
2
+$14.6M
3
+$12.1M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$6.81M
5
FTCS icon
First Trust Capital Strength ETF
FTCS
+$6.19M

Top Sells

1
+$11.4M
2
+$10.7M
3
+$8.12M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$7.5M
5
FPX icon
First Trust US Equity Opportunities ETF
FPX
+$5.61M

Sector Composition

1 Technology 9%
2 Energy 6.73%
3 Consumer Discretionary 3.95%
4 Healthcare 3.09%
5 Financials 2.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$26.8M 6.56%
215,551
-2,765
2
$25.5M 6.23%
711,801
+81,578
3
$23.7M 5.8%
220,381
+24,188
4
$22.4M 5.49%
858,939
+115,783
5
$21.7M 5.3%
215,874
+8,904
6
$19.5M 4.76%
434,748
+69,288
7
$18.2M 4.45%
+152,635
8
$14.7M 3.58%
291,052
+16,921
9
$14.6M 3.57%
+204,892
10
$14.2M 3.46%
267,774
+229,565
11
$13.8M 3.37%
138,486
+17,864
12
$13M 3.17%
258,084
-8,147
13
$12.4M 3.03%
651,339
+357,816
14
$8.3M 2.03%
61,976
+11,075
15
$7.92M 1.94%
101,231
-95,795
16
$7.08M 1.73%
143,160
+25,520
17
$6.19M 1.51%
+109,585
18
$5.28M 1.29%
55,740
+10,100
19
$4.43M 1.08%
78,981
-7,758
20
$3.69M 0.9%
59,795
+13,762
21
$3.55M 0.87%
20,442
+3,836
22
$3.44M 0.84%
11,669
+2,272
23
$3.44M 0.84%
93,297
+5,924
24
$3.1M 0.76%
12,693
+3,017
25
$2.67M 0.65%
31,690
+4,675
1
2 3 4 5