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
$523M
AUM Growth
+$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$17.7M
2
+$6.88M
3
+$4.94M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$3.6M
5
BLMN icon
Bloomin' Brands
BLMN
+$819K

Top Sells

1
+$26.7M
2
+$4.41M
3
+$2.17M
4
SPGI icon
S&P Global
SPGI
+$1.86M
5
CHTR icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$26.5M 5.08%
168,595
+1,114
2
$26.3M 5.04%
851,632
+14,907
3
$24.5M 4.69%
329,604
-3,643
4
$24.2M 4.63%
771,896
-2,579
5
$23.6M 4.51%
313,992
-1,756
6
$22.5M 4.31%
156,283
-661
7
$22.4M 4.28%
331,402
+536
8
$20.9M 4%
154,993
-2,446
9
$20.7M 3.96%
275,369
-1,461
10
$20.5M 3.92%
402,560
-86,805
11
$20.2M 3.87%
187,089
-267
12
$20.1M 3.84%
215,334
-500
13
$17.7M 3.39%
+183,208
14
$17.2M 3.29%
159,912
-888
15
$14.7M 2.82%
143,091
+66,845
16
$10.6M 2.03%
106,194
-601
17
$10.1M 1.93%
129,760
-1,137
18
$6.96M 1.33%
35,858
-247
19
$5.85M 1.12%
90,980
-800
20
$4.94M 0.95%
+205,698
21
$4.89M 0.94%
105,304
+25
22
$4.71M 0.9%
13,845
-443
23
$4.57M 0.87%
56,366
-171
24
$3.72M 0.71%
28,523
-97
25
$3.67M 0.7%
174,437
+2,438
1
2 3 4 5