IWS
Insight Wealth Strategies Portfolio holdings
AUM
$792M
This Quarter Return
+4.1%
1 Year Return
+14.91%
3 Year Return
+42.7%
5 Year Return
+61.4%
10 Year Return
–
AUM
$510M
AUM Growth
+$510M
(-1.4%)
Cap. Flow
-$24.8M
Cap. Flow
% of AUM
-4.86%
Top 10 Holdings %
Top 10 Hldgs %
47.26%
Holding
142
New
6
Increased
57
Reduced
66
Closed
6
Top Buys
| 1 |
Invesco Senior Loan ETF
BKLN
|
$3.58M |
| 2 |
SPDR Bloomberg Convertible Securities ETF
CWB
|
$3.01M |
| 3 |
iShares Floating Rate Bond ETF
FLOT
|
$1.71M |
| 4 |
Dollar General
DG
|
$1.06M |
| 5 |
Performance Food Group
PFGC
|
$776K |
Top Sells
| 1 |
Microsoft
MSFT
|
$8.28M |
| 2 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
$4.9M |
| 3 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
$3.97M |
| 4 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$3.66M |
| 5 |
Universal Health Services
UHS
|
$1.88M |
Sector Composition
| 1 | Technology | 7.31% |
| 2 | Energy | 6.89% |
| 3 | Healthcare | 4.17% |
| 4 | Financials | 2.63% |
| 5 | Consumer Discretionary | 2.49% |
