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
$711M
AUM Growth
+$7.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1
+$4.49M
2
+$4.45M
3
+$2.13M
4
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$2M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.36M

Top Sells

1
+$4.37M
2
+$4.19M
3
+$2.84M
4
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$1.34M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.33M

Sector Composition

1 Technology 7.66%
2 Energy 4.79%
3 Consumer Discretionary 2.69%
4 Financials 2.55%
5 Healthcare 1.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$33.8M 4.75%
333,118
+4,343
2
$30.7M 4.32%
417,425
-3,520
3
$30.4M 4.27%
173,043
-2,091
4
$28.8M 4.05%
760,574
+31,754
5
$28.6M 4.02%
327,819
+22,909
6
$28.2M 3.97%
826,351
+62,326
7
$28.2M 3.97%
727,546
+10,352
8
$28M 3.95%
328,628
+1,739
9
$27.1M 3.81%
359,177
+120
10
$25M 3.52%
190,035
-4,211
11
$25M 3.52%
195,971
+4,967
12
$25M 3.51%
285,400
+4,161
13
$23.8M 3.35%
206,450
+3,690
14
$23.6M 3.32%
218,415
+7,861
15
$23.2M 3.26%
174,226
-1,040
16
$22.6M 3.18%
444,533
-82,457
17
$20.9M 2.94%
203,923
-11,749
18
$15.4M 2.17%
140,934
+7,562
19
$13.6M 1.91%
219,914
-46,045
20
$13.3M 1.87%
132,104
+3,407
21
$11.9M 1.68%
42,312
-57
22
$9.02M 1.27%
63,708
-1,795
23
$4.49M 0.63%
+42,509
24
$4.45M 0.63%
+40,428
25
$4.34M 0.61%
44,079
+4,580
1
2 3 4 5