IWS
Insight Wealth Strategies Portfolio holdings
AUM
$792M
This Quarter Return
-0.42%
1 Year Return
+14.91%
3 Year Return
+42.7%
5 Year Return
+61.4%
10 Year Return
–
AUM
$746M
AUM Growth
+$746M
(-1.8%)
Cap. Flow
+$5.35M
Cap. Flow
% of AUM
0.72%
Top 10 Holdings %
Top 10 Hldgs %
35.15%
Holding
179
New
20
Increased
85
Reduced
44
Closed
27
Top Buys
| 1 |
Invesco Senior Loan ETF
BKLN
|
$14.7M |
| 2 |
Consumer Discretionary Select Sector SPDR Fund
XLY
|
$11M |
| 3 |
iShares Convertible Bond ETF
ICVT
|
$10.8M |
| 4 |
First Trust Dow Jones Internet Index Fund ETF
FDN
|
$8.45M |
| 5 |
Lam Research
LRCX
|
$6.89M |
Top Sells
| 1 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$12.6M |
| 2 |
Industrial Select Sector SPDR Fund
XLI
|
$11.7M |
| 3 |
VanEck IG Floating Rate ETF
FLTR
|
$10.8M |
| 4 |
Health Care Select Sector SPDR Fund
XLV
|
$8.86M |
| 5 |
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% |
