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
$472M
AUM Growth
+$46.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1
+$3.42M
2
+$3.25M
3
+$2.77M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$2.48M
5
BKLN icon
Invesco Senior Loan ETF
BKLN
+$2.41M

Top Sells

1
+$2.88M
2
+$2.44M
3
+$2.19M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$1.98M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$1.89M

Sector Composition

1 Technology 10.5%
2 Energy 7.25%
3 Consumer Discretionary 3.61%
4 Financials 3.44%
5 Healthcare 3.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$33.9M 7.18%
281,381
+26,961
2
$26.8M 5.67%
247,996
+8,122
3
$25.3M 5.35%
522,260
+10,288
4
$24.9M 5.28%
942,747
+9,309
5
$21.1M 4.47%
168,265
+310
6
$19.4M 4.11%
349,969
+61,600
7
$18.9M 4%
206,634
+8,806
8
$17.3M 3.67%
227,204
+342
9
$16M 3.39%
151,571
+434
10
$14M 2.97%
699,411
+8,256
11
$11.8M 2.5%
161,104
+644
12
$11.5M 2.44%
73,218
-322
13
$11.3M 2.39%
206,264
-32,103
14
$8.82M 1.87%
105,241
+6,850
15
$7.5M 1.59%
199,609
+4,739
16
$7.38M 1.56%
122,260
+265
17
$6.13M 1.3%
66,400
+860
18
$5.82M 1.23%
45,499
+2,504
19
$5.11M 1.08%
135,817
+65,976
20
$4.46M 0.95%
50,762
+31,521
21
$4.46M 0.94%
13,514
-165
22
$4.45M 0.94%
67,817
-2,474
23
$4.18M 0.89%
22,273
-445
24
$3.84M 0.81%
13,050
+313
25
$3.35M 0.71%
114,540
-3,600
1
2 3 4 5