IWS
Insight Wealth Strategies Portfolio holdings
AUM
$792M
This Quarter Return
-2.46%
1 Year Return
+14.91%
3 Year Return
+42.7%
5 Year Return
+61.4%
10 Year Return
–
AUM
$518M
AUM Growth
+$518M
(-0.92%)
Cap. Flow
+$11.6M
Cap. Flow
% of AUM
2.24%
Top 10 Holdings %
Top 10 Hldgs %
43.39%
Holding
148
New
12
Increased
101
Reduced
24
Closed
5
Top Buys
| 1 |
VanEck IG Floating Rate ETF
FLTR
|
$19.7M |
| 2 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$16.8M |
| 3 |
Avantis US Small Cap Value ETF
AVUV
|
$9.4M |
| 4 |
Janus Henderson AAA CLO ETF
JAAA
|
$8.43M |
| 5 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$3.42M |
Top Sells
| 1 |
iShares Floating Rate Bond ETF
FLOT
|
$17.5M |
| 2 |
iShares MBS ETF
MBB
|
$16.3M |
| 3 |
Invesco S&P 500 Pure Value ETF
RPV
|
$10.1M |
| 4 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
$7.45M |
| 5 |
iShares TIPS Bond ETF
TIP
|
$5.32M |
Sector Composition
| 1 | Technology | 8.66% |
| 2 | Energy | 7.97% |
| 3 | Healthcare | 3.9% |
| 4 | Consumer Discretionary | 2.88% |
| 5 | Financials | 2.77% |
