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
$517M
AUM Growth
-$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$7.43M
2
+$3.45M
3
+$1.76M
4
GPC icon
Genuine Parts
GPC
+$1.48M
5
CAH icon
Cardinal Health
CAH
+$1.48M

Top Sells

1
+$4.79M
2
+$3.91M
3
+$3.65M
4
AAPL icon
Apple
AAPL
+$3.5M
5
V icon
Visa
V
+$3.14M

Sector Composition

1 Technology 7.55%
2 Energy 7.42%
3 Healthcare 4.65%
4 Financials 2.65%
5 Consumer Discretionary 2.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$30.3M 5.85%
168,555
-20,361
2
$26.5M 5.12%
867,873
+19,414
3
$25.2M 4.86%
341,724
+6,586
4
$24.7M 4.78%
342,574
-32,025
5
$23.8M 4.6%
162,893
-5,113
6
$23.6M 4.56%
223,610
+2,703
7
$23.3M 4.51%
811,068
-47,866
8
$23M 4.45%
330,800
-20,427
9
$22.9M 4.43%
455,442
+3,160
10
$22.5M 4.34%
349,283
-45,581
11
$21.9M 4.23%
344,477
-23,415
12
$20.8M 4.02%
224,048
+1,445
13
$18.4M 3.55%
161,045
-13,582
14
$18M 3.48%
169,026
+4,369
15
$10.7M 2.08%
137,662
-12,478
16
$10.4M 2%
109,566
-9,695
17
$10.3M 1.99%
43,022
+768
18
$7.43M 1.44%
+74,624
19
$4.93M 0.95%
107,868
-4,531
20
$4.9M 0.95%
60,392
-59,057
21
$4.65M 0.9%
35,772
-26,914
22
$3.85M 0.74%
91,550
+3,620
23
$3.66M 0.71%
38,214
+35,983
24
$3.35M 0.65%
44,201
+651
25
$3.01M 0.58%
59,474
-6,560
1
2 3 4 5