Asset Manager
← All Institutions
Insight Wealth Partners, LLC
Market Value
$180M
+8.4%
Holdings
111
+3
New Purchases
6
Added To
66
Closed
4
Reduced
20
Top 10 Concentration
47.9%
Turnover
9.0%
Top Buys (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| SPXL | 11.13% | 2.19% | +8.94% | $20M |
| JPST | 8.72% | 5.12% | +3.60% | $16M |
| UMI | 1.19% | 0.42% | +0.77% | $2M |
| NVDA | 2.49% | 1.84% | +0.65% | $4M |
| AVGO | 1.15% | 0.72% | +0.43% | $2M |
| SOXX | 1.05% | 0.87% | +0.19% | $2M |
| MSFT | 0.68% | 0.51% | +0.17% | $1M |
| VRT | 0.31% | 0.14% | +0.17% | $552K |
| KO | 0.13% | 0.00% | +0.13% | $239K |
| ORCL | 0.12% | 0.00% | +0.12% | $216K |
| BRK-B | 0.12% | 0.00% | +0.12% | $212K |
| GOOGL | 0.12% | 0.00% | +0.12% | $212K |
| EPD | 0.11% | 0.00% | +0.11% | $204K |
| PLTR | 0.24% | 0.13% | +0.11% | $440K |
| IBM | 0.11% | 0.00% | +0.11% | $203K |
Top Sells (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| BSJQ | 0.32% | 7.97% | -7.65% | $574K |
| IAU | 3.09% | 5.67% | -2.58% | $6M |
| LQD | 6.50% | 7.95% | -1.45% | $12M |
| BSJP | 0.00% | 0.48% | -0.48% | $0 |
| BSMU | 1.25% | 1.72% | -0.46% | $2M |
| TXN | 0.57% | 1.02% | -0.45% | $1M |
| BSCP | 0.00% | 0.43% | -0.43% | $0 |
| EALT | 0.00% | 0.28% | -0.28% | $0 |
| FBND | 4.90% | 5.14% | -0.25% | $9M |
| TIP | 2.85% | 3.09% | -0.24% | $5M |
| AAPL | 1.14% | 1.34% | -0.20% | $2M |
| FANG | 0.73% | 0.92% | -0.19% | $1M |
| GTO | 2.68% | 2.86% | -0.18% | $5M |
| PHYS | 1.04% | 1.22% | -0.17% | $2M |
| BP | 0.00% | 0.13% | -0.13% | $0 |
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 27 | $24M | 13.4% |
| Large Cap | 45 | $85M | 47.2% |
| Mid Cap | 17 | $46M | 25.6% |
| Small Cap | 11 | $12M | 6.4% |
| Micro Cap | 11 | $13M | 7.4% |
Portfolio Analytics
Avg Market Cap
$340.3B
Median Market Cap
$26.8B
Avg P/E
45.2
Median P/E
30.7
Avg Dividend Yield
0.02%
Avg Beta
0.81
# Stocks
44
# ETFs / Funds
67
Top Holdings (111 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | SPXL | 11.13% | 115,614 | $20M | $173.53 | $16M | +89,717 | +346.4% | |
| 2 | JPST | 8.72% | 310,301 | $16M | $50.68 | $7M | +142,090 | +84.5% | |
| 3 | LQD | 6.50% | 106,939 | $12M | $109.61 | -$1M | -14,642 | -12.0% | |
| 4 | FBND | 4.90% | 192,949 | $9M | $45.75 | $274K | +5,588 | +3.0% | |
| 5 | IAU | 3.09% | 89,476 | $6M | $62.36 | -$4M | -70,430 | -44.0% | |
| 6 | TIP | 2.85% | 46,639 | $5M | $110.04 | -$1K | +430 | +0.9% | |
| 7 | JBND | 2.81% | 94,436 | $5M | $53.59 | $354K | +6,500 | +7.4% | |
| 8 | UITB | 2.70% | 103,599 | $5M | $47.07 | $367K | +7,529 | +7.8% | |
| 9 | GTO | 2.68% | 102,875 | $5M | $46.89 | $70K | +1,582 | +1.6% | |
| 10 | NVDA | 2.49% | 28,392 | $4M | $157.99 | $1M | +217 | +0.8% | |
| 11 | HYG | 2.35% | 52,466 | $4M | $80.65 | $270K | +2,256 | +4.5% | |
| 12 | IG | 2.12% | 184,094 | $4M | $20.81 | $253K | +11,007 | +6.4% | |
| 13 | FALN | 2.02% | 134,016 | $4M | $27.14 | $196K | +5,555 | +4.3% | |
| 14 | EMB | 1.90% | 37,079 | $3M | $92.62 | $102K | +299 | +0.8% | |
| 15 | SNPE | 1.55% | 50,387 | $3M | $55.30 | $348K | +2,042 | +4.2% | |
| 16 | MUB | 1.53% | 26,487 | $3M | $104.48 | $10K | +333 | +1.3% | |
| 17 | CMBS | 1.45% | 53,573 | $3M | $48.72 | $111K | +1,500 | +2.9% | |
| 18 | BOND | 1.34% | 26,128 | $2M | $92.18 | $24K | +337 | +1.3% | |
| 19 | AMZN | 1.28% | 10,555 | $2M | $219.39 | $358K | +267 | +2.6% | |
| 20 | BSMU | 1.25% | 105,210 | $2M | $21.50 | -$595K | -27,187 | -20.5% | |
| 21 | LQDB | 1.23% | 25,594 | $2M | $86.80 | $17K | -34 | -0.1% | |
| 22 | UMI | 1.19% | 42,006 | $2M | $51.02 | $1M | +28,532 | +211.8% | |
| 23 | AVGO | 1.15% | 7,512 | $2M | $275.64 | $869K | +332 | +4.6% | |
| 24 | VCSH | 1.14% | 25,950 | $2M | $79.50 | $45K | +390 | +1.5% | |
| 25 | AAPL | 1.14% | 10,021 | $2M | $205.16 | -$179K | -39 | -0.4% | |
| 26 | SOXX | 1.05% | 7,966 | $2M | $238.71 | $458K | +296 | +3.9% | |
| 27 | PHYS | 1.04% | 74,065 | $2M | $25.35 | -$144K | -9,964 | -11.9% | |
| 28 | AVDV | 0.94% | 21,331 | $2M | $79.28 | $236K | +466 | +2.2% | |
| 29 | TACK | 0.91% | 58,043 | $2M | $28.23 | $92K | +1,171 | +2.1% | |
| 30 | AVUV | 0.87% | 17,202 | $2M | $91.10 | $118K | +581 | +3.5% | |
| 31 | GLD | 0.78% | 4,638 | $1M | $304.83 | $253K | +609 | +15.1% | |
| 32 | FANG | 0.73% | 9,536 | $1M | $137.40 | -$214K | — | — | |
| 33 | COWZ | 0.71% | 23,087 | $1M | $55.10 | $56K | +879 | +4.0% | |
| 34 | MSFT | 0.68% | 2,464 | $1M | $497.46 | $381K | +214 | +9.5% | |
| 35 | SCHG | 0.67% | 41,208 | $1M | $29.21 | $157K | -595 | -1.4% | |
| 36 | CSCO | 0.67% | 17,286 | $1M | $69.38 | $140K | +125 | +0.7% | |
| 37 | AIRR | 0.65% | 14,381 | $1M | $81.40 | $262K | +1,054 | +7.9% | |
| 38 | OPER | 0.60% | 10,853 | $1M | $100.17 | $40K | +399 | +3.8% | |
| 39 | TXN | 0.57% | 4,940 | $1M | $207.62 | -$666K | -4,471 | -47.5% | |
| 40 | PULS | 0.57% | 20,494 | $1M | $49.76 | $42K | +830 | +4.2% | |
| 41 | XOM | 0.56% | 9,359 | $1M | $107.81 | -$86K | +155 | +1.7% | |
| 42 | WEA | 0.55% | 91,513 | $993K | $10.85 | -$25K | +750 | +0.8% | |
| 43 | SCHD | 0.53% | 35,884 | $951K | $26.50 | $99K | +5,406 | +17.7% | |
| 44 | BSCS | 0.52% | 45,829 | $939K | $20.49 | $47K | +1,974 | +4.5% | |
| 45 | BSCQ | 0.51% | 47,156 | $920K | $19.52 | $41K | +2,005 | +4.4% | |
| 46 | BSCR | 0.51% | 46,712 | $918K | $19.65 | $42K | +2,001 | +4.5% | |
| 47 | DBEF | 0.49% | 20,139 | $881K | $43.75 | $112K | +2,376 | +13.4% | |
| 48 | META | 0.46% | 1,133 | $836K | $738.11 | $214K | +54 | +5.0% | |
| 49 | SHV | 0.46% | 7,552 | $834K | $110.42 | $22K | +198 | +2.7% | |
| 50 | RTX | 0.46% | 5,676 | $829K | $146.02 | $13K | -483 | -7.8% | |
| 51 | SPY | 0.46% | 1,330 | $822K | $617.70 | $189K | +199 | +17.6% | |
| 52 | HD | 0.41% | 2,035 | $746K | $366.60 | -$37K | -101 | -4.7% | |
| 53 | PCAR | 0.41% | 7,776 | $739K | $95.06 | -$11K | +76 | +1.0% | |
| 54 | ACN | 0.41% | 2,450 | $732K | $298.89 | -$27K | +16 | +0.7% | |
| 55 | AVIV | 0.40% | 11,713 | $729K | $62.23 | $117K | +910 | +8.4% | |
| 56 | TSLA | 0.39% | 2,239 | $711K | $317.66 | $177K | +178 | +8.6% | |
| 57 | JPM | 0.38% | 2,356 | $683K | $289.91 | $191K | +348 | +17.3% | |
| 58 | XLV | 0.36% | 4,825 | $650K | $134.79 | -$60K | -37 | -0.8% | |
| 59 | NDAQ | 0.35% | 6,999 | $626K | $89.42 | $95K | — | — | |
| 60 | TBG | 0.35% | 19,398 | $624K | $32.18 | $186K | +6,029 | +45.1% | |
| 61 | IFRA | 0.34% | 12,527 | $616K | $49.19 | $115K | +1,406 | +12.6% | |
| 62 | BALT | 0.34% | 19,207 | $616K | $32.08 | $228K | +6,835 | +55.2% | |
| 63 | ABBV | 0.33% | 3,211 | $596K | $185.62 | -$140K | -304 | -8.7% | |
| 64 | IUSB | 0.32% | 12,603 | $583K | $46.23 | $3K | +30 | +0.2% | |
| 65 | BSJQ | 0.32% | 24,586 | $574K | $23.33 | -$13M | -547,119 | -95.7% | |
| 66 | VRT | 0.31% | 4,301 | $552K | $128.41 | $327K | +1,180 | +37.8% | |
| 67 | BSCT | 0.29% | 28,100 | $525K | $18.70 | $45K | +2,171 | +8.4% | |
| 68 | F-PD | 0.28% | 46,749 | $507K | $10.85 | $45K | +636 | +1.4% | |
| 69 | ECL | 0.28% | 1,882 | $507K | $269.44 | $5K | -100 | -5.0% | |
| 70 | VBND | 0.27% | 11,256 | $491K | $43.61 | -$3K | -44 | -0.4% | |
| 71 | PLTR | 0.24% | 3,229 | $440K | $136.32 | $222K | +643 | +24.9% | |
| 72 | CL | 0.24% | 4,768 | $433K | $90.90 | -$24K | -116 | -2.4% | |
| 73 | IVV | 0.24% | 694 | $431K | $620.90 | $41K | — | — | |
| 74 | AGG | 0.23% | 4,215 | $418K | $99.20 | $134K | +1,347 | +47.0% | |
| 75 | CVX | 0.22% | 2,788 | $399K | $143.21 | -$142K | -445 | -13.8% | |
| 76 | NOW | 0.20% | 359 | $369K | $1,028.08 | $133K | +62 | +20.9% | |
| 77 | AOK | 0.20% | 9,401 | $367K | $39.07 | $14K | — | — | |
| 78 | DGRO | 0.20% | 5,545 | $355K | $63.94 | $12K | — | — | |
| 79 | TXRH | 0.19% | 1,855 | $348K | $187.41 | $51K | +76 | +4.3% | |
| 80 | JAJL | 0.19% | 12,150 | $342K | $28.17 | $2K | -370 | -3.0% | |
| 81 | ZALT | 0.19% | 11,055 | $340K | $30.80 | $11K | — | — | |
| 82 | EVR | 0.18% | 1,223 | $330K | $270.02 | $86K | — | — | |
| 83 | KBDC | 0.18% | 21,559 | $329K | $15.26 | -$21K | — | — | |
| 84 | BSJR | 0.18% | 14,073 | $320K | $22.71 | $25K | +905 | +6.9% | |
| 85 | LLY | 0.17% | 388 | $302K | $779.07 | -$21K | -3 | -0.8% | |
| 86 | BND | 0.17% | 4,073 | $300K | $73.62 | -$125K | -1,714 | -29.6% | |
| 87 | PEP | 0.16% | 2,253 | $297K | $132.04 | -$40K | — | — | |
| 88 | ABT | 0.16% | 2,056 | $280K | $136.01 | $8K | +12 | +0.6% | |
| 89 | COST | 0.15% | 282 | $279K | $989.94 | $58K | +48 | +20.5% | |
| 90 | COP | 0.15% | 2,969 | $266K | $89.73 | -$43K | +18 | +0.6% | |
| 91 | IGSB | 0.15% | 5,013 | $264K | $52.76 | $3K | +22 | +0.4% | |
| 92 | SHYG | 0.14% | 6,051 | $261K | $43.14 | $15K | +255 | +4.4% | |
| 93 | BSCU | 0.14% | 15,523 | $260K | $16.78 | $23K | +1,214 | +8.5% | |
| 94 | SHY | 0.14% | 3,073 | $255K | $82.86 | $3K | +27 | +0.9% | |
| 95 | DE | 0.14% | 495 | $252K | $508.49 | $19K | — | — | |
| 96 | WPC | 0.13% | 3,856 | $241K | $62.38 | -$3K | — | — | |
| 97 | KO | 0.13% | 3,380 | $239K | $70.75 | — | +3,380 | — | NEW |
| 98 | TOPT | 0.13% | 8,615 | $235K | $27.29 | $30K | — | — | |
| 99 | PFF | 0.13% | 7,440 | $228K | $30.68 | -$372 | — | — | |
| 100 | TPL | 0.12% | 208 | $220K | $1,056.39 | -$41K | +11 | +5.6% |