IWS
Insight Wealth Strategies Portfolio holdings
AUM
$792M
This Quarter Return
+2.96%
1 Year Return
+14.91%
3 Year Return
+42.7%
5 Year Return
+61.4%
10 Year Return
–
AUM
$523M
AUM Growth
+$523M
(+2.4%)
Cap. Flow
-$1.78M
Cap. Flow
% of AUM
-0.34%
Top 10 Holdings %
Top 10 Hldgs %
44.42%
Holding
142
New
6
Increased
65
Reduced
61
Closed
6
Top Buys
Top Sells
| 1 |
SPDR Bloomberg Convertible Securities ETF
CWB
|
$26.7M |
| 2 |
iShares Floating Rate Bond ETF
FLOT
|
$4.41M |
| 3 |
Zoetis
ZTS
|
$2.17M |
| 4 |
S&P Global
SPGI
|
$1.86M |
| 5 |
Charter Communications
CHTR
|
$544K |
Sector Composition
| 1 | Technology | 8.34% |
| 2 | Energy | 6.6% |
| 3 | Healthcare | 3.86% |
| 4 | Consumer Discretionary | 2.77% |
| 5 | Industrials | 2.48% |
