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
$681M
AUM Growth
+$62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$13M
2
+$12.7M
3
+$8.29M
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$6.32M
5
EWJ icon
iShares MSCI Japan ETF
EWJ
+$6.22M

Top Sells

1
+$21.3M
2
+$18.9M
3
+$8.53M
4
XLC icon
The Communication Services Select Sector SPDR Fund
XLC
+$6.51M
5
BKLN icon
Invesco Senior Loan ETF
BKLN
+$3.4M

Sector Composition

1 Technology 11.43%
2 Energy 5.62%
3 Financials 4.24%
4 Industrials 3.75%
5 Consumer Staples 3.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$30.9M 4.54%
960,018
+11,422
2
$29.4M 4.32%
186,676
+2,254
3
$27.9M 4.09%
255,776
+47,035
4
$25M 3.67%
133,485
-13,304
5
$24.7M 3.63%
295,494
+1,529
6
$24.3M 3.57%
709,845
+2,570
7
$24.1M 3.54%
146,795
+15,433
8
$23.7M 3.49%
291,170
-573
9
$20M 2.93%
782,055
-97,334
10
$19.6M 2.87%
206,884
+8,278
11
$17M 2.49%
179,502
-26,712
12
$16.3M 2.39%
208,447
+166,491
13
$15.2M 2.23%
195,367
+4,360
14
$13.3M 1.96%
262,800
+72,510
15
$13.1M 1.93%
122,270
+2,358
16
$12.7M 1.86%
+425,272
17
$11.1M 1.63%
100,410
-281
18
$10.9M 1.59%
115,827
-1,039
19
$10.3M 1.52%
60,185
+18,224
20
$8.77M 1.29%
168,446
-163,737
21
$8.64M 1.27%
55,741
+7,835
22
$8.29M 1.22%
+56,098
23
$8.13M 1.19%
99,362
+23,054
24
$7.68M 1.13%
79,070
-9,490
25
$6.66M 0.98%
81,581
-79,736
1
2 3 4 5