Asset Manager
← All Institutions
Insight Wealth Partners, LLC
Market Value
$246M
+2.5%
Holdings
126
+3
New Purchases
13
Added To
58
Closed
11
Reduced
31
Top 10 Concentration
46.5%
Turnover
19.0%
Top Buys (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| IEF | 2.81% | 1.41% | +1.41% | $7M |
| UTWO | 1.16% | 0.00% | +1.16% | $3M |
| SNDK | 0.41% | 0.00% | +0.41% | $1M |
| AAXJ | 0.39% | 0.00% | +0.39% | $955K |
| AA | 0.38% | 0.00% | +0.38% | $927K |
| ZALT | 0.65% | 0.31% | +0.34% | $2M |
| TJX | 0.29% | 0.00% | +0.29% | $710K |
| UMI | 1.26% | 1.00% | +0.25% | $3M |
| PJAN | 0.24% | 0.00% | +0.24% | $594K |
| WMT | 0.20% | 0.00% | +0.20% | $482K |
| XOM | 0.65% | 0.46% | +0.19% | $2M |
| VRT | 0.54% | 0.35% | +0.18% | $1M |
| FANG | 0.76% | 0.60% | +0.16% | $2M |
| VTIX | 0.13% | 0.00% | +0.13% | $327K |
| FBND | 4.69% | 4.56% | +0.13% | $12M |
Top Sells (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| SPXL | 7.26% | 9.11% | -1.85% | $18M |
| IAU | 1.89% | 3.10% | -1.21% | $5M |
| VCIT | 9.18% | 9.63% | -0.45% | $23M |
| CVNA | 0.00% | 0.38% | -0.38% | $0 |
| RKLB | 0.00% | 0.35% | -0.35% | $0 |
| BROS | 0.00% | 0.30% | -0.30% | $0 |
| PHYS | 0.79% | 1.01% | -0.22% | $2M |
| BALT | 0.00% | 0.20% | -0.20% | $0 |
| KE | 0.00% | 0.15% | -0.15% | $0 |
| NVDA | 1.97% | 2.12% | -0.15% | $5M |
| AVGO | 0.97% | 1.11% | -0.14% | $2M |
| VCSH | 0.95% | 1.08% | -0.13% | $2M |
| MSFT | 0.35% | 0.48% | -0.13% | $861K |
| TOPT | 0.32% | 0.43% | -0.11% | $786K |
| ABT | 0.00% | 0.11% | -0.11% | $0 |
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 28 | $28M | 11.6% |
| Large Cap | 52 | $129M | 52.5% |
| Mid Cap | 22 | $52M | 20.9% |
| Small Cap | 13 | $20M | 8.0% |
| Micro Cap | 11 | $17M | 7.0% |
Portfolio Analytics
Avg Market Cap
$337.1B
Median Market Cap
$26.2B
Avg P/E
46.3
Median P/E
31.8
Avg Dividend Yield
0.02%
Avg Beta
0.93
# Stocks
52
# ETFs / Funds
74
Top Holdings (126 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | VCIT | 9.18% | 272,811 | $23M | $82.75 | -$536K | -3,139 | -1.1% | |
| 2 | SPXL | 7.26% | 96,589 | $18M | $184.89 | -$4M | -2,569 | -2.6% | |
| 3 | LQD | 6.19% | 139,708 | $15M | $108.99 | $346K | +4,658 | +3.5% | |
| 4 | JPST | 5.68% | 276,178 | $14M | $50.61 | $409K | +7,976 | +3.0% | |
| 5 | FBND | 4.69% | 252,939 | $12M | $45.62 | $590K | +15,130 | +6.4% | |
| 6 | IEF | 2.81% | 72,511 | $7M | $95.44 | $4M | +37,372 | +106.3% | |
| 7 | TIP | 2.72% | 60,632 | $7M | $110.36 | $402K | +3,407 | +6.0% | |
| 8 | GTO | 2.70% | 141,670 | $7M | $46.83 | $374K | +9,642 | +7.3% | |
| 9 | JBND | 2.68% | 122,574 | $7M | $53.77 | -$9K | +518 | +0.4% | |
| 10 | UITB | 2.61% | 136,412 | $6M | $47.02 | -$14K | +669 | +0.5% | |
| 11 | HYG | 2.35% | 72,531 | $6M | $79.56 | $265K | +4,247 | +6.2% | |
| 12 | FALN | 2.00% | 184,138 | $5M | $26.72 | $165K | +9,939 | +5.7% | |
| 13 | NVDA | 1.97% | 27,813 | $5M | $174.40 | -$235K | +545 | +2.0% | |
| 14 | IG | 1.90% | 226,628 | $5M | $20.64 | $69K | +6,038 | +2.7% | |
| 15 | IAU | 1.89% | 52,747 | $5M | $88.16 | -$3M | -39,042 | -42.5% | |
| 16 | EMB | 1.80% | 47,021 | $4M | $93.93 | $71K | +1,890 | +4.2% | |
| 17 | MUB | 1.45% | 33,579 | $4M | $106.15 | $28K | +564 | +1.7% | |
| 18 | CMBS | 1.40% | 70,853 | $3M | $48.73 | $194K | +4,456 | +6.7% | |
| 19 | BOND | 1.36% | 36,315 | $3M | $92.28 | $210K | +2,565 | +7.6% | |
| 20 | UMI | 1.26% | 52,766 | $3M | $58.59 | $681K | +3,654 | +7.4% | |
| 21 | SNPE | 1.24% | 51,197 | $3M | $59.55 | -$86K | +1,004 | +2.0% | |
| 22 | UTWO | 1.16% | 58,908 | $3M | $48.28 | — | +58,908 | — | NEW |
| 23 | SOXX | 1.05% | 7,828 | $3M | $328.64 | $248K | +110 | +1.4% | |
| 24 | AAPL | 1.01% | 9,761 | $2M | $253.79 | -$172K | +15 | +0.1% | |
| 25 | AVGO | 0.97% | 7,712 | $2M | $309.50 | -$268K | +42 | +0.6% | |
| 26 | VCSH | 0.95% | 29,386 | $2M | $79.27 | -$257K | -3,050 | -9.4% | |
| 27 | LQDB | 0.95% | 26,941 | $2M | $86.34 | -$61K | -464 | -1.7% | |
| 28 | AMZN | 0.92% | 10,880 | $2M | $208.27 | -$207K | +165 | +1.5% | |
| 29 | BSMU | 0.92% | 103,724 | $2M | $21.81 | -$22K | — | — | |
| 30 | AVDV | 0.90% | 22,271 | $2M | $99.86 | $152K | +218 | +1.0% | |
| 31 | TBG | 0.86% | 60,510 | $2M | $34.86 | $303K | +6,415 | +11.9% | |
| 32 | AVUV | 0.82% | 18,324 | $2M | $110.47 | $207K | +499 | +2.8% | |
| 33 | AIRR | 0.79% | 17,529 | $2M | $110.78 | $355K | +1,392 | +8.6% | |
| 34 | PHYS | 0.79% | 54,476 | $2M | $35.44 | -$492K | -18,898 | -25.8% | |
| 35 | GLD | 0.78% | 4,482 | $2M | $430.29 | $237K | +214 | +5.0% | |
| 36 | FANG | 0.76% | 9,471 | $2M | $197.79 | $440K | -65 | -0.7% | |
| 37 | TACK | 0.76% | 61,583 | $2M | $30.40 | $373 | -867 | -1.4% | |
| 38 | SPY | 0.69% | 2,605 | $2M | $650.44 | -$170K | -129 | -4.7% | |
| 39 | ZALT | 0.65% | 49,328 | $2M | $32.46 | $848K | +26,192 | +113.2% | |
| 40 | XOM | 0.65% | 9,416 | $2M | $169.66 | $493K | +240 | +2.6% | |
| 41 | COWZ | 0.62% | 24,186 | $2M | $62.56 | -$12K | -1,156 | -4.6% | |
| 42 | DBEF | 0.57% | 28,222 | $1M | $49.40 | $204K | +3,480 | +14.1% | |
| 43 | VRT | 0.54% | 5,260 | $1M | $250.58 | $467K | +6 | +0.1% | |
| 44 | AVIV | 0.50% | 16,560 | $1M | $74.83 | $206K | +2,056 | +14.2% | |
| 45 | CSCO | 0.50% | 15,839 | $1M | $77.59 | -$37K | -593 | -3.6% | |
| 46 | SCHG | 0.47% | 39,683 | $1M | $29.13 | -$173K | -1,072 | -2.6% | |
| 47 | SCHD | 0.46% | 37,217 | $1M | $30.68 | $104K | -606 | -1.6% | |
| 48 | RTX | 0.45% | 5,757 | $1M | $192.90 | $71K | +90 | +1.6% | |
| 49 | TXN | 0.45% | 5,687 | $1M | $194.14 | $292K | +1,005 | +21.5% | |
| 50 | SNDK | 0.41% | 1,600 | $1M | $635.34 | — | +1,600 | — | NEW |
| 51 | GOOGL | 0.41% | 3,476 | $1000K | $287.57 | -$114K | -81 | -2.3% | |
| 52 | OPER | 0.41% | 9,986 | $999K | $100.08 | $499 | — | — | |
| 53 | PULS | 0.40% | 19,632 | $972K | $49.50 | -$2K | — | — | |
| 54 | AAXJ | 0.39% | 9,914 | $955K | $96.29 | — | +9,914 | — | NEW |
| 55 | TSLA | 0.38% | 2,535 | $942K | $371.75 | -$34K | +365 | +16.8% | |
| 56 | IUSB | 0.38% | 20,212 | $934K | $46.19 | $63K | +1,506 | +8.1% | |
| 57 | AA | 0.38% | 13,981 | $927K | $66.33 | — | +13,981 | — | NEW |
| 58 | WEA | 0.37% | 86,574 | $916K | $10.58 | -$130K | -8,274 | -8.7% | |
| 59 | GDX | 0.37% | 9,809 | $900K | $91.77 | $113K | +634 | +6.9% | |
| 60 | VBND | 0.36% | 20,400 | $885K | $43.39 | $8K | +541 | +2.7% | |
| 61 | BSCS | 0.36% | 43,264 | $884K | $20.42 | -$23K | -749 | -1.7% | |
| 62 | PCAR | 0.36% | 7,564 | $874K | $115.50 | $20K | -235 | -3.0% | |
| 63 | IFRA | 0.35% | 15,231 | $871K | $57.20 | $98K | +531 | +3.6% | |
| 64 | MSFT | 0.35% | 2,327 | $861K | $370.20 | -$280K | -32 | -1.4% | |
| 65 | JPM | 0.35% | 2,894 | $851K | $294.17 | -$55K | +80 | +2.8% | |
| 66 | TOPT | 0.32% | 27,469 | $786K | $28.62 | -$250K | -5,720 | -17.2% | |
| 67 | SPUU | 0.32% | 4,740 | $784K | $165.35 | -$134K | -246 | -4.9% | |
| 68 | XLV | 0.30% | 4,996 | $732K | $146.60 | -$46K | -36 | -0.7% | |
| 69 | PLTR | 0.29% | 4,855 | $710K | $146.28 | -$218K | -368 | -7.0% | |
| 70 | TJX | 0.29% | 4,443 | $710K | $159.70 | — | +4,443 | — | NEW |
| 71 | IVV | 0.29% | 1,080 | $705K | $653.21 | $230K | +386 | +55.6% | |
| 72 | META | 0.25% | 1,089 | $623K | $572.16 | -$94K | +3 | +0.3% | |
| 73 | PJAN | 0.24% | 12,866 | $594K | $46.13 | — | +12,866 | — | NEW |
| 74 | BSCR | 0.24% | 29,789 | $585K | $19.62 | $2K | +254 | +0.9% | |
| 75 | SHV | 0.24% | 5,261 | $581K | $110.39 | -$222K | -2,025 | -27.8% | |
| 76 | F-PD | 0.22% | 47,335 | $546K | $11.54 | -$71K | +319 | +0.7% | |
| 77 | ABBV | 0.22% | 2,489 | $541K | $217.49 | -$79K | -224 | -8.3% | |
| 78 | BSCT | 0.22% | 28,875 | $539K | $18.66 | $6 | +268 | +0.9% | |
| 79 | WMT | 0.20% | 3,875 | $482K | $124.28 | — | +3,875 | — | NEW |
| 80 | AGG | 0.19% | 4,668 | $463K | $99.27 | $52K | +548 | +13.3% | |
| 81 | ELY | 0.18% | 32,632 | $453K | $13.88 | $101K | +2,467 | +8.2% | |
| 82 | ECL | 0.18% | 1,684 | $448K | $266.02 | -$15K | -80 | -4.5% | |
| 83 | CVX | 0.18% | 2,086 | $432K | $206.93 | $110K | -25 | -1.2% | |
| 84 | COP | 0.16% | 3,020 | $399K | $132.01 | $116K | — | — | |
| 85 | DGRO | 0.16% | 5,529 | $388K | $70.18 | $25K | +300 | +5.7% | |
| 86 | AOK | 0.15% | 9,401 | $375K | $39.89 | -$2K | — | — | |
| 87 | EVR | 0.15% | 1,254 | $374K | $298.51 | -$52K | — | — | |
| 88 | PEP | 0.14% | 2,262 | $351K | $155.29 | $27K | — | — | |
| 89 | BSCQ | 0.14% | 17,870 | $349K | $19.53 | -$804 | — | — | |
| 90 | AOA | 0.13% | 3,726 | $330K | $88.49 | $93K | +1,081 | +40.9% | |
| 91 | EPD | 0.13% | 8,645 | $327K | $37.84 | $65K | +481 | +5.9% | |
| 92 | VTIX | 0.13% | 48,298 | $327K | $6.77 | — | +48,298 | — | NEW |
| 93 | TPL | 0.12% | 629 | $298K | $474.56 | — | +629 | — | NEW |
| 94 | BSJQ | 0.12% | 12,786 | $296K | $23.18 | -$2K | — | — | |
| 95 | TNK | 0.12% | 4,026 | $295K | $73.32 | — | +4,026 | — | NEW |
| 96 | LLY | 0.11% | 307 | $283K | $920.81 | -$47K | — | — | |
| 97 | BSCU | 0.11% | 16,117 | $269K | $16.72 | $2K | +299 | +1.9% | |
| 98 | IGSB | 0.11% | 5,059 | $266K | $52.56 | $655 | +43 | +0.9% | |
| 99 | DE | 0.11% | 468 | $264K | $563.30 | $46K | — | — | |
| 100 | WPC | 0.11% | 3,878 | $264K | $67.96 | $14K | +8 | +0.2% |