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
$426M
AUM Growth
+$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1
+$18.1M
2
+$13.3M
3
+$4.61M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$3.48M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$3.01M

Top Sells

1
+$20.9M
2
+$17.7M
3
+$14.3M
4
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$12.1M
5
SPGP icon
Invesco S&P 500 GARP ETF
SPGP
+$2.49M

Sector Composition

1 Technology 10.51%
2 Energy 7.22%
3 Consumer Discretionary 3.89%
4 Financials 3.37%
5 Healthcare 3.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$30.2M 7.09%
254,420
+38,869
2
$26M 6.1%
239,874
+19,493
3
$24.8M 5.82%
933,438
+74,499
4
$23M 5.41%
511,972
+77,224
5
$20.3M 4.76%
167,955
+15,320
6
$18.1M 4.24%
+197,828
7
$16M 3.77%
226,862
+21,970
8
$15.4M 3.62%
151,137
+12,651
9
$15.1M 3.55%
288,369
+20,595
10
$13.3M 3.12%
+238,367
11
$13M 3.06%
691,155
+39,816
12
$10.2M 2.4%
73,540
+11,564
13
$8.98M 2.11%
160,460
+17,300
14
$7.66M 1.8%
98,391
-2,840
15
$6.93M 1.63%
121,995
+12,410
16
$6.68M 1.57%
194,870
-516,931
17
$5.69M 1.34%
65,540
+9,800
18
$5.48M 1.29%
42,995
+23,194
19
$4.52M 1.06%
40,201
+26,737
20
$4.51M 1.06%
70,291
+10,496
21
$3.91M 0.92%
22,718
+2,276
22
$3.78M 0.89%
13,679
+2,010
23
$3.42M 0.8%
29,422
+19,300
24
$2.97M 0.7%
35,515
+3,825
25
$2.88M 0.68%
45,797
+7,118
1
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