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
$746M
AUM Growth
-$13.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$14.7M
2
+$11M
3
+$10.8M
4
FDN icon
First Trust Dow Jones Internet Index Fund ETF
FDN
+$8.45M
5
GLTR icon
abrdn Physical Precious Metals Basket Shares ETF
GLTR
+$6.33M

Top Sells

1
+$12.6M
2
+$11.7M
3
+$10.8M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$8.86M
5
EWJ icon
iShares MSCI Japan ETF
EWJ
+$6.73M

Sector Composition

1 Technology 10.73%
2 Energy 5.74%
3 Financials 5.2%
4 Industrials 5.19%
5 Healthcare 3.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$30.5M 4.09%
343,489
+4,163
2
$29.1M 3.9%
201,015
+1,092
3
$28.1M 3.77%
263,381
+44
4
$26.9M 3.6%
293,125
+23,419
5
$26.4M 3.54%
148,219
-2,023
6
$25.5M 3.41%
763,371
+17,120
7
$25.1M 3.36%
313,227
+5,823
8
$23.9M 3.2%
257,997
+6,458
9
$23.8M 3.19%
317,834
+9,089
10
$23M 3.08%
263,090
+11,176
11
$21.3M 2.86%
678,900
-6,379
12
$18.5M 2.49%
607,326
+21,388
13
$15.2M 2.04%
299,831
+11,124
14
$14.7M 1.97%
+695,844
15
$12.3M 1.65%
96,513
+2,284
16
$12.3M 1.64%
106,397
+72
17
$11.8M 1.58%
122,269
+2,291
18
$11M 1.47%
+48,938
19
$10.8M 1.45%
+127,277
20
$10.2M 1.36%
210,170
-3,163
21
$9.51M 1.28%
37,991
-19,963
22
$9.09M 1.22%
85,283
+2,108
23
$8.46M 1.13%
63,904
+1,578
24
$8.45M 1.13%
+34,734
25
$7.49M 1%
103,703
+21,003
1
2 3 4 5