IWS
Insight Wealth Strategies Portfolio holdings
AUM
$792M
This Quarter Return
+5.57%
1 Year Return
+14.91%
3 Year Return
+42.7%
5 Year Return
+61.4%
10 Year Return
–
AUM
$702M
AUM Growth
+$702M
(-1.3%)
Cap. Flow
-$43M
Cap. Flow
% of AUM
-6.13%
Top 10 Holdings %
Top 10 Hldgs %
43.14%
Holding
195
New
9
Increased
92
Reduced
50
Closed
43
Top Buys
| 1 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$14.1M |
| 2 |
iShares TIPS Bond ETF
TIP
|
$9.69M |
| 3 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
$4.7M |
| 4 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
$1.84M |
| 5 |
SPS Commerce
SPSC
|
$1.5M |
Top Sells
| 1 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$19M |
| 2 |
Chevron
CVX
|
$5.25M |
| 3 |
iShares Preferred and Income Securities ETF
PFF
|
$4.55M |
| 4 |
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
|
$4.45M |
| 5 |
iShares ESG Aware MSCI USA ETF
ESGU
|
$4.34M |
Sector Composition
| 1 | Technology | 8.92% |
| 2 | Energy | 4.85% |
| 3 | Consumer Discretionary | 3.13% |
| 4 | Financials | 2.78% |
| 5 | Healthcare | 2.58% |
