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
$743M
AUM Growth
-$2.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$22M
2
+$20.8M
3
+$20.5M
4
HEZU icon
iShares Currency Hedged MSCI Eurozone ETF
HEZU
+$13.4M
5
XMMO icon
Invesco S&P MidCap Momentum ETF
XMMO
+$10M

Top Sells

1
+$25.3M
2
+$23.5M
3
+$21.5M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$19M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$10.5M

Sector Composition

1 Technology 10.19%
2 Energy 6.16%
3 Financials 5.59%
4 Industrials 4.64%
5 Healthcare 3.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$34.5M 4.65%
206,458
+5,443
2
$28.6M 3.85%
377,142
+59,308
3
$27.4M 3.69%
300,901
+37,811
4
$26.3M 3.54%
738,185
-25,186
5
$25M 3.36%
261,912
+3,915
6
$24.4M 3.28%
793,921
+115,021
7
$24.1M 3.24%
140,884
-7,335
8
$23.3M 3.13%
718,863
+111,537
9
$22M 2.96%
+438,327
10
$20.8M 2.8%
+426,495
11
$20.5M 2.76%
+221,372
12
$18.5M 2.5%
365,615
+65,784
13
$18.1M 2.44%
876,214
+180,370
14
$13.4M 1.8%
+343,616
15
$13.2M 1.77%
140,419
-203,070
16
$11.8M 1.58%
91,139
-5,374
17
$11.1M 1.5%
100,070
+14,787
18
$10.9M 1.46%
230,917
+114,925
19
$10.8M 1.45%
128,760
+1,483
20
$10.5M 1.41%
79,383
+15,479
21
$10.4M 1.4%
119,616
-2,653
22
$10M 1.35%
+88,045
23
$9.32M 1.26%
187,183
-22,987
24
$8.34M 1.12%
37,537
+2,803
25
$8.22M 1.11%
37,010
-981
1
2 3 4 5