Asset Manager
← All Institutions
Insight Wealth Partners, LLC
Market Value
$745M
+201.0%
Holdings
141
+12
New Purchases
23
Added To
48
Closed
6
Reduced
49
Top 10 Concentration
78.2%
Turnover
20.6%
Top Buys (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| SPY | 60.34% | 0.68% | +59.66% | $449M |
| F | 1.21% | 0.22% | +0.99% | $9M |
| EEM | 0.56% | 0.00% | +0.56% | $4M |
| JPLD | 0.37% | 0.00% | +0.37% | $3M |
| VMI | 0.11% | 0.00% | +0.11% | $801K |
| TMB | 0.10% | 0.00% | +0.10% | $778K |
| AVLV | 0.10% | 0.00% | +0.10% | $733K |
| DUK | 0.08% | 0.00% | +0.08% | $609K |
| SNDK | 0.49% | 0.41% | +0.08% | $4M |
| DELL | 0.07% | 0.00% | +0.07% | $539K |
| AMD | 0.06% | 0.00% | +0.06% | $436K |
| CAT | 0.06% | 0.00% | +0.06% | $429K |
| MIRM | 0.05% | 0.00% | +0.05% | $395K |
| PVAL | 0.05% | 0.00% | +0.05% | $378K |
| MU | 0.05% | 0.00% | +0.05% | $358K |
Top Sells (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| VCIT | 3.08% | 9.12% | -6.05% | $23M |
| LQD | 1.56% | 6.15% | -4.59% | $12M |
| JPST | 1.63% | 5.65% | -4.02% | $12M |
| FBND | 1.20% | 4.66% | -3.47% | $9M |
| TIP | 0.66% | 2.70% | -2.05% | $5M |
| GTO | 0.66% | 2.68% | -2.02% | $5M |
| IEF | 0.86% | 2.80% | -1.93% | $6M |
| HYG | 0.64% | 2.33% | -1.69% | $5M |
| JBND | 0.98% | 2.66% | -1.68% | $7M |
| UITB | 0.96% | 2.59% | -1.64% | $7M |
| FALN | 0.57% | 1.99% | -1.41% | $4M |
| IAU | 0.54% | 1.88% | -1.34% | $4M |
| EMB | 0.47% | 1.78% | -1.32% | $3M |
| NVDA | 0.77% | 1.96% | -1.19% | $6M |
| IG | 0.71% | 1.89% | -1.18% | $5M |
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 31 | $484M | 65.0% |
| Large Cap | 55 | $130M | 17.5% |
| Mid Cap | 26 | $90M | 12.1% |
| Small Cap | 14 | $20M | 2.6% |
| Micro Cap | 15 | $20M | 2.7% |
Portfolio Analytics
Avg Market Cap
$325.9B
Median Market Cap
$21.9B
Avg P/E
40.4
Median P/E
25.7
Avg Dividend Yield
0.02%
Avg Beta
0.89
# Stocks
58
# ETFs / Funds
83
Top Holdings (141 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | SPY | 60.34% | 601,827 | $449M | $746.77 | $448M | +599,222 | +23002.8% | |
| 2 | SPXL | 6.41% | 176,249 | $48M | $270.67 | $30M | +79,660 | +82.5% | |
| 3 | VCIT | 3.08% | 277,432 | $23M | $82.65 | $355K | +4,621 | +1.7% | |
| 4 | JPST | 1.63% | 240,079 | $12M | $50.57 | -$2M | -36,099 | -13.1% | |
| 5 | LQD | 1.56% | 106,526 | $12M | $109.07 | -$4M | -33,182 | -23.8% | |
| 6 | F | 1.21% | 647,831 | $9M | $13.90 | $8M | +600,496 | +1268.6% | |
| 7 | FBND | 1.20% | 195,769 | $9M | $45.49 | -$3M | -57,170 | -22.6% | |
| 8 | JBND | 0.98% | 136,459 | $7M | $53.50 | $710K | +13,885 | +11.3% | |
| 9 | UITB | 0.96% | 152,068 | $7M | $46.84 | $709K | +15,656 | +11.5% | |
| 10 | IEF | 0.86% | 68,061 | $6M | $94.57 | -$484K | -4,450 | -6.1% | |
| 11 | NVDA | 0.77% | 28,500 | $6M | $200.09 | $852K | +687 | +2.5% | |
| 12 | IG | 0.71% | 256,849 | $5M | $20.66 | $630K | +30,221 | +13.3% | |
| 13 | SOXX | 0.70% | 8,117 | $5M | $640.78 | $3M | +289 | +3.7% | |
| 14 | TIP | 0.66% | 44,849 | $5M | $109.43 | -$2M | -15,783 | -26.0% | |
| 15 | GTO | 0.66% | 104,378 | $5M | $46.87 | -$2M | -37,292 | -26.3% | |
| 16 | HYG | 0.64% | 59,809 | $5M | $79.97 | -$988K | -12,722 | -17.5% | |
| 17 | FALN | 0.57% | 156,998 | $4M | $27.24 | -$644K | -27,140 | -14.7% | |
| 18 | EEM | 0.56% | 60,971 | $4M | $68.41 | — | +60,971 | — | NEW |
| 19 | IAU | 0.54% | 53,352 | $4M | $75.51 | -$622K | +605 | +1.1% | |
| 20 | SNPE | 0.50% | 54,015 | $4M | $68.86 | $671K | +2,818 | +5.5% | |
| 21 | SNDK | 0.49% | 1,607 | $4M | $2,273.73 | $3M | +7 | +0.4% | |
| 22 | UTWO | 0.47% | 73,213 | $4M | $47.96 | $667K | +14,305 | +24.3% | |
| 23 | EMB | 0.47% | 36,230 | $3M | $96.44 | -$923K | -10,791 | -22.9% | |
| 24 | UMI | 0.45% | 57,492 | $3M | $58.84 | $291K | +4,726 | +9.0% | |
| 25 | AVGO | 0.44% | 8,666 | $3M | $377.74 | $887K | +954 | +12.4% | |
| 26 | AAPL | 0.40% | 10,293 | $3M | $289.35 | $501K | +532 | +5.5% | |
| 27 | MUB | 0.37% | 25,935 | $3M | $107.62 | -$773K | -7,644 | -22.8% | |
| 28 | JPLD | 0.37% | 53,268 | $3M | $52.19 | — | +53,268 | — | NEW |
| 29 | AIRR | 0.36% | 20,058 | $3M | $133.25 | $731K | +2,529 | +14.4% | |
| 30 | LQDB | 0.35% | 30,240 | $3M | $86.46 | $289K | +3,299 | +12.2% | |
| 31 | AMZN | 0.35% | 10,828 | $3M | $238.34 | $315K | -52 | -0.5% | |
| 32 | CMBS | 0.34% | 52,683 | $3M | $48.65 | -$890K | -18,170 | -25.6% | |
| 33 | AVUV | 0.32% | 19,384 | $2M | $124.76 | $394K | +1,060 | +5.8% | |
| 34 | BOND | 0.32% | 26,129 | $2M | $92.21 | -$942K | -10,186 | -28.1% | |
| 35 | TBG | 0.32% | 65,119 | $2M | $36.46 | $265K | +4,609 | +7.6% | |
| 36 | AVDV | 0.31% | 22,551 | $2M | $103.05 | $100K | +280 | +1.3% | |
| 37 | BSMU | 0.31% | 103,724 | $2M | $21.92 | $11K | — | — | |
| 38 | AAXJ | 0.30% | 18,578 | $2M | $119.33 | $1M | +8,664 | +87.4% | |
| 39 | TACK | 0.27% | 63,671 | $2M | $31.63 | $142K | +2,088 | +3.4% | |
| 40 | DBEF | 0.25% | 34,329 | $2M | $54.63 | $481K | +6,107 | +21.6% | |
| 41 | CSCO | 0.25% | 15,539 | $2M | $117.46 | $596K | -300 | -1.9% | |
| 42 | VRT | 0.23% | 5,206 | $2M | $334.82 | $425K | -54 | -1.0% | |
| 43 | VCSH | 0.23% | 21,892 | $2M | $79.03 | -$599K | -7,494 | -25.5% | |
| 44 | GLD | 0.22% | 4,543 | $2M | $368.38 | -$255K | +61 | +1.4% | |
| 45 | FANG | 0.22% | 9,472 | $2M | $175.78 | -$208K | +1 | +0.0% | |
| 46 | PHYS | 0.22% | 54,476 | $2M | $30.17 | -$287K | — | — | |
| 47 | TXN | 0.22% | 5,469 | $2M | $298.07 | $526K | -218 | -3.8% | |
| 48 | AVIV | 0.21% | 19,843 | $2M | $77.42 | $297K | +3,283 | +19.8% | |
| 49 | ZALT | 0.21% | 45,284 | $2M | $33.87 | -$67K | -4,044 | -8.2% | |
| 50 | XONA.DE | 0.20% | 10,901 | $1M | $136.72 | -$107K | +1,485 | +15.8% | |
| 51 | CVX | 0.19% | 8,330 | $1M | $165.77 | $949K | +6,244 | +299.3% | |
| 52 | SCHG | 0.18% | 39,603 | $1M | $33.84 | $184K | -80 | -0.2% | |
| 53 | GOOGL | 0.16% | 3,434 | $1M | $357.39 | $228K | -42 | -1.2% | |
| 54 | SCHD | 0.16% | 36,710 | $1M | $31.71 | $22K | -507 | -1.4% | |
| 55 | COWZ | 0.15% | 18,536 | $1M | $62.20 | -$360K | -5,650 | -23.4% | |
| 56 | TSLA | 0.15% | 2,605 | $1M | $420.60 | $153K | +70 | +2.8% | |
| 57 | IFRA | 0.14% | 16,453 | $1M | $63.04 | $166K | +1,222 | +8.0% | |
| 58 | SPUU | 0.14% | 4,676 | $1M | $215.61 | $224K | -64 | -1.4% | |
| 59 | VBND | 0.13% | 22,653 | $988K | $43.63 | $103K | +2,253 | +11.0% | |
| 60 | ZJAN | 0.13% | 34,836 | $975K | $27.99 | $26K | — | — | |
| 61 | PULS | 0.13% | 18,974 | $940K | $49.55 | -$32K | -658 | -3.4% | |
| 62 | OPER | 0.13% | 9,385 | $939K | $100.08 | -$60K | -601 | -6.0% | |
| 63 | IVV | 0.13% | 1,247 | $934K | $749.00 | $229K | +167 | +15.5% | |
| 64 | BSCS | 0.12% | 44,927 | $915K | $20.37 | $31K | +1,663 | +3.8% | |
| 65 | JPM | 0.12% | 2,785 | $912K | $327.38 | $60K | -109 | -3.8% | |
| 66 | PCAR | 0.12% | 7,564 | $909K | $120.12 | $35K | — | — | |
| 67 | MSFT | 0.12% | 2,320 | $866K | $373.06 | $4K | -7 | -0.3% | |
| 68 | WEA | 0.11% | 79,951 | $851K | $10.65 | -$64K | -6,623 | -7.7% | |
| 69 | XLV | 0.11% | 5,101 | $809K | $158.65 | $77K | +105 | +2.1% | |
| 70 | VMI | 0.11% | 1,387 | $801K | $577.60 | — | +1,387 | — | NEW |
| 71 | TMB | 0.10% | 30,679 | $778K | $25.35 | — | +30,679 | — | NEW |
| 72 | GDX | 0.10% | 9,859 | $744K | $75.45 | -$156K | +50 | +0.5% | |
| 73 | AVLV | 0.10% | 8,038 | $733K | $91.21 | — | +8,038 | — | NEW |
| 74 | TJX | 0.09% | 4,377 | $663K | $151.50 | -$46K | -66 | -1.5% | |
| 75 | IUSB | 0.09% | 13,747 | $634K | $46.15 | -$299K | -6,465 | -32.0% | |
| 76 | SHV | 0.08% | 5,616 | $620K | $110.35 | $39K | +355 | +6.8% | |
| 77 | ELY | 0.08% | 32,511 | $611K | $18.79 | $158K | -121 | -0.4% | |
| 78 | DUK | 0.08% | 4,813 | $609K | $126.58 | — | +4,813 | — | NEW |
| 79 | PJAN | 0.08% | 12,163 | $602K | $49.49 | $8K | -703 | -5.5% | |
| 80 | BSCR | 0.08% | 29,533 | $579K | $19.62 | -$5K | -256 | -0.9% | |
| 81 | PLTR | 0.08% | 4,837 | $564K | $116.67 | -$146K | -18 | -0.4% | |
| 82 | META | 0.07% | 979 | $552K | $563.33 | -$72K | -110 | -10.1% | |
| 83 | BSCT | 0.07% | 29,677 | $551K | $18.57 | $12K | +802 | +2.8% | |
| 84 | DELL | 0.07% | 1,249 | $539K | $431.46 | — | +1,249 | — | NEW |
| 85 | ABBV | 0.07% | 2,038 | $513K | $251.64 | -$28K | -451 | -18.1% | |
| 86 | ECL | 0.06% | 1,587 | $442K | $278.61 | -$6K | -97 | -5.8% | |
| 87 | AMD | 0.06% | 751 | $436K | $580.91 | — | +751 | — | NEW |
| 88 | CAT | 0.06% | 403 | $429K | $1,064.90 | — | +403 | — | NEW |
| 89 | AGG | 0.06% | 4,315 | $427K | $98.98 | -$36K | -353 | -7.6% | |
| 90 | AOA | 0.06% | 4,320 | $422K | $97.60 | $92K | +594 | +15.9% | |
| 91 | EVR | 0.06% | 1,223 | $418K | $341.44 | $43K | -31 | -2.5% | |
| 92 | DGRO | 0.05% | 5,292 | $401K | $75.79 | $13K | -237 | -4.3% | |
| 93 | MIRM | 0.05% | 3,374 | $395K | $117.07 | — | +3,374 | — | NEW |
| 94 | AOK | 0.05% | 9,401 | $390K | $41.48 | $15K | — | — | |
| 95 | PVAL | 0.05% | 7,411 | $378K | $50.95 | — | +7,411 | — | NEW |
| 96 | XAR | 0.05% | 1,305 | $370K | $283.71 | $111K | +285 | +27.9% | |
| 97 | GOOG | 0.05% | 1,037 | $367K | $353.48 | $158K | +312 | +43.0% | |
| 98 | VIDI | 0.05% | 9,174 | $358K | $39.01 | $133K | +2,936 | +47.1% | |
| 99 | MU | 0.05% | 310 | $358K | $1,154.29 | — | +310 | — | NEW |
| 100 | ENB | 0.05% | 6,542 | $355K | $54.21 | — | +6,542 | — | NEW |
Options Breakdown
2 Calls
$0 Call Value
0 Puts
$0 Put Value