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
$703M
AUM Growth
+$21.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$11.5M
2
+$8.64M
3
+$4.38M
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$4.35M
5
AMGN icon
Amgen
AMGN
+$3.87M

Top Sells

1
+$15.2M
2
+$8.77M
3
+$8.29M
4
FI icon
Fiserv
FI
+$2.86M
5
UNM icon
Unum
UNM
+$2.24M

Sector Composition

1 Technology 11.19%
2 Energy 5.51%
3 Industrials 4.12%
4 Financials 3.95%
5 Healthcare 3.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$31.1M 4.43%
198,850
+12,174
2
$30.7M 4.37%
973,190
+13,172
3
$28.4M 4.04%
264,891
+9,115
4
$26.3M 3.74%
135,028
+1,543
5
$25.9M 3.68%
307,893
+12,399
6
$25.6M 3.65%
150,040
+3,245
7
$25.1M 3.57%
308,377
+17,207
8
$24.9M 3.54%
739,750
+29,905
9
$20.1M 2.86%
786,589
+4,534
10
$19.6M 2.8%
214,076
+7,192
11
$17.5M 2.48%
186,423
+6,921
12
$17M 2.42%
334,626
+71,826
13
$16.2M 2.31%
213,725
+5,278
14
$13.3M 1.89%
124,413
+2,143
15
$13M 1.85%
437,817
+12,545
16
$12.4M 1.76%
58,801
-1,384
17
$11.5M 1.64%
+227,083
18
$11.2M 1.59%
105,088
+4,678
19
$10.6M 1.52%
118,676
+2,849
20
$10.5M 1.49%
85,857
+35,670
21
$8.64M 1.23%
+210,078
22
$8.54M 1.21%
80,170
+1,100
23
$8.51M 1.21%
104,247
+4,885
24
$8.13M 1.16%
55,888
+147
25
$6.82M 0.97%
79,626
-1,955
1
2 3 4 5