IWS
Insight Wealth Strategies Portfolio holdings
AUM
$792M
This Quarter Return
+0.7%
1 Year Return
+14.91%
3 Year Return
+42.7%
5 Year Return
+61.4%
10 Year Return
–
AUM
$703M
AUM Growth
+$703M
(+3.2%)
Cap. Flow
+$25.5M
Cap. Flow
% of AUM
3.62%
Top 10 Holdings %
Top 10 Hldgs %
36.66%
Holding
170
New
11
Increased
119
Reduced
21
Closed
13
Top Buys
| 1 |
iShares Treasury Floating Rate Bond ETF
TFLO
|
$11.5M |
| 2 |
Financial Select Sector SPDR Fund
XLF
|
$8.64M |
| 3 |
iShares Russell Top 200 Growth ETF
IWY
|
$4.38M |
| 4 |
Industrial Select Sector SPDR Fund
XLI
|
$4.35M |
| 5 |
Amgen
AMGN
|
$3.87M |
Top Sells
| 1 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
$15.2M |
| 2 |
SPDR S&P Insurance ETF
KIE
|
$8.77M |
| 3 |
Health Care Select Sector SPDR Fund
XLV
|
$8.29M |
| 4 |
Fiserv
FI
|
$2.86M |
| 5 |
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% |
