IWS
Insight Wealth Strategies Portfolio holdings
AUM
$792M
This Quarter Return
+13.82%
1 Year Return
+14.91%
3 Year Return
+42.7%
5 Year Return
+61.4%
10 Year Return
–
AUM
$449M
AUM Growth
+$449M
(+20%)
Cap. Flow
+$27.9M
Cap. Flow
% of AUM
6.21%
Top 10 Holdings %
Top 10 Hldgs %
52.97%
Holding
183
New
33
Increased
92
Reduced
42
Closed
15
Top Buys
Top Sells
| 1 |
iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB
|
$2.68M |
| 2 |
iShares MSCI EAFE Small-Cap ETF
SCZ
|
$1.17M |
| 3 |
iShares Core Dividend Growth ETF
DGRO
|
$1.07M |
| 4 |
Apple
AAPL
|
$890K |
| 5 |
UnitedHealth
UNH
|
$842K |
Sector Composition
| 1 | Technology | 6.24% |
| 2 | Energy | 5.6% |
| 3 | Consumer Discretionary | 2.2% |
| 4 | Communication Services | 1.99% |
| 5 | Financials | 1.61% |
