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
$678M
AUM Growth
-$23.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$6.07M
3
+$4.83M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$4.77M
5
BKLN icon
Invesco Senior Loan ETF
BKLN
+$4.4M

Top Sells

1
+$12.8M
2
+$12.7M
3
+$11.1M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$4.17M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$4.13M

Sector Composition

1 Technology 9.48%
2 Energy 5.57%
3 Financials 3.36%
4 Consumer Discretionary 3.04%
5 Healthcare 2.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$34.2M 5.04%
209,773
-78,647
2
$30.8M 4.54%
397,153
+2,943
3
$29.9M 4.41%
239,860
-31,104
4
$29.3M 4.32%
173,951
+3,886
5
$28M 4.13%
855,391
+17,336
6
$27.9M 4.12%
757,199
+13,715
7
$27.8M 4.09%
351,207
+8,079
8
$27.1M 4%
744,721
+132,529
9
$26.5M 3.9%
366,772
+6,278
10
$26.4M 3.9%
343,291
+12,856
11
$26.1M 3.84%
215,583
+5,867
12
$24.2M 3.56%
293,649
+57,946
13
$23.8M 3.52%
177,148
+2,405
14
$23.2M 3.43%
460,038
+9,714
15
$22.4M 3.3%
212,047
+2,364
16
$22.3M 3.29%
219,216
+6,489
17
$13.8M 2.04%
127,946
+1,926
18
$13.1M 1.93%
+152,623
19
$13M 1.92%
42,308
+2,765
20
$11.3M 1.66%
64,552
+1,195
21
$10M 1.48%
120,289
-49,605
22
$6.07M 0.89%
+112,605
23
$4.44M 0.65%
82,510
+6,810
24
$4.4M 0.65%
+202,275
25
$4.1M 0.61%
65,160
+16,960
1
2 3 4 5