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
$746M
AUM Growth
+$157M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
239
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$11.6M
3
+$11.4M
4
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$10.9M
5
IQLT icon
iShares MSCI Intl Quality Factor ETF
IQLT
+$10.1M

Top Sells

1
+$3.43M
2
+$3.22M
3
+$2.93M
4
IGLB icon
iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB
+$2.84M
5
MIME
Mimecast Limited
MIME
+$1.9M

Sector Composition

1 Technology 8.62%
2 Energy 5.03%
3 Consumer Discretionary 2.8%
4 Financials 2.75%
5 Communication Services 2.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$37.5M 5.03%
358,070
+44,852
2
$31.4M 4.21%
453,934
+168,130
3
$30.8M 4.13%
191,451
+70,818
4
$29M 3.88%
347,362
-35,113
5
$28.8M 3.86%
750,629
-9,162
6
$28.4M 3.8%
778,511
+278,223
7
$28M 3.75%
846,651
+291,486
8
$27.6M 3.7%
333,597
+118,487
9
$27.5M 3.68%
376,174
+149,985
10
$27.2M 3.65%
535,861
+56,977
11
$25.3M 3.4%
208,072
+44,126
12
$25M 3.34%
286,276
-7,167
13
$24.4M 3.27%
187,506
-24,739
14
$24.1M 3.23%
222,120
-4,705
15
$23.7M 3.17%
209,689
+7,007
16
$22.2M 2.97%
244,424
+35,778
17
$20.7M 2.78%
165,224
-5,570
18
$18.8M 2.52%
292,360
+92,228
19
$15M 2.01%
137,945
+32,350
20
$14M 1.88%
136,993
+132,424
21
$12.3M 1.64%
51,988
+10,482
22
$9.59M 1.29%
78,509
+9,253
23
$5.12M 0.69%
33,100
+3,460
24
$4.75M 0.64%
79,750
+12,660
25
$4.71M 0.63%
9,913
+1,799
1
2 3 4 5