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
$759M
AUM Growth
+$56.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$22M
2
+$12.1M
3
+$8.86M
4
VCLT icon
Vanguard Long-Term Corporate Bond ETF
VCLT
+$7.72M
5
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$6.68M

Top Sells

1
+$26.1M
2
+$9.57M
3
+$9.23M
4
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$7.89M
5
XLC icon
The Communication Services Select Sector SPDR Fund
XLC
+$6.82M

Sector Composition

1 Technology 9.38%
2 Industrials 5.08%
3 Energy 4.82%
4 Financials 4.7%
5 Healthcare 3.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$31M 4.08%
339,326
+31,433
2
$29.8M 3.92%
263,337
-1,554
3
$29.4M 3.88%
199,923
+1,073
4
$27.1M 3.57%
307,404
-973
5
$27M 3.56%
746,251
+6,501
6
$26.9M 3.55%
150,242
+202
7
$25.8M 3.4%
269,706
+229,171
8
$25.1M 3.3%
308,745
+95,020
9
$24.7M 3.25%
251,914
+37,838
10
$24.7M 3.25%
251,539
+65,116
11
$22.8M 3%
685,279
-287,911
12
$18.2M 2.4%
585,938
+148,121
13
$14.7M 1.93%
288,707
-45,919
14
$13.5M 1.78%
57,954
-847
15
$12.6M 1.66%
151,717
+47,470
16
$12.4M 1.64%
106,325
+1,237
17
$12.1M 1.59%
+94,229
18
$11.7M 1.55%
86,630
+773
19
$11.5M 1.52%
119,978
+1,302
20
$10.8M 1.42%
424,029
-362,560
21
$9.67M 1.27%
213,333
+3,255
22
$9.19M 1.21%
83,175
-41,238
23
$8.86M 1.17%
+57,495
24
$8.2M 1.08%
62,326
+6,438
25
$6.75M 0.89%
82,700
+2,530
1
2 3 4 5