IWS

Insight Wealth Strategies Portfolio holdings

AUM $896M
1-Year Est. Return 24.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$849M
AUM Growth
+$57.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$18.9M
2
+$16.1M
3
+$11.8M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$11.4M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$6.89M

Top Sells

1
+$21.9M
2
+$12.1M
3
+$8.81M
4
BKLN icon
Invesco Senior Loan ETF
BKLN
+$6.59M
5
HEZU icon
iShares Currency Hedged MSCI Eurozone ETF
HEZU
+$6.5M

Sector Composition

1 Technology 14.62%
2 Energy 6.3%
3 Industrials 4.79%
4 Healthcare 3.8%
5 Financials 3.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$34M 4%
218,809
+1,268
2
$30.4M 3.58%
390,926
+10,531
3
$28.5M 3.36%
901,080
+16,629
4
$28.1M 3.31%
314,160
+10,444
5
$26.6M 3.13%
219,768
-1,306
6
$26.3M 3.1%
444,312
+13,921
7
$26.2M 3.09%
637,569
-43,936
8
$23.7M 2.8%
460,559
+17,231
9
$23.5M 2.77%
457,209
+41,190
10
$23.1M 2.72%
481,910
+20,347
11
$20.4M 2.4%
586,010
-132,814
12
$19M 2.23%
+449,081
13
$18.5M 2.18%
95,294
-46,960
14
$16.6M 1.95%
+307,218
15
$13.3M 1.57%
99,378
-8,175
16
$12.7M 1.49%
89,792
-144
17
$12.6M 1.49%
106,494
-84
18
$12.5M 1.47%
125,422
-180
19
$12.3M 1.44%
128,838
-10,804
20
$12.1M 1.43%
89,697
+148
21
$11.9M 1.4%
567,999
-314,448
22
$11.9M 1.4%
46,562
+8,616
23
$11.8M 1.39%
+514,852
24
$11.7M 1.38%
+84,306
25
$9.73M 1.15%
249,815
+11,661
1
2 3 4 5