Asset Manager
← All Institutions
Insight Wealth Partners, LLC
Market Value
$226M
+25.5%
Holdings
118
+7
New Purchases
11
Added To
62
Closed
4
Reduced
28
Top 10 Concentration
49.9%
Turnover
12.7%
Top Buys (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| VCIT | 10.37% | 0.00% | +10.37% | $23M |
| TBG | 0.58% | 0.35% | +0.23% | $1M |
| ZALT | 0.41% | 0.19% | +0.22% | $924K |
| PLTR | 0.41% | 0.24% | +0.17% | $939K |
| GDX | 0.14% | 0.00% | +0.14% | $328K |
| CVNA | 0.13% | 0.00% | +0.13% | $303K |
| ZSEP | 0.13% | 0.00% | +0.13% | $295K |
| ZAUG | 0.13% | 0.00% | +0.13% | $293K |
| DASH | 0.11% | 0.00% | +0.11% | $259K |
| XTOC | 0.10% | 0.00% | +0.10% | $231K |
| DDFL | 0.10% | 0.00% | +0.10% | $224K |
| BP | 0.10% | 0.00% | +0.10% | $221K |
| AOA | 0.09% | 0.00% | +0.09% | $211K |
| VIDI | 0.09% | 0.00% | +0.09% | $204K |
| IUSB | 0.36% | 0.32% | +0.04% | $812K |
Top Sells (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| JPST | 5.85% | 8.72% | -2.87% | $13M |
| SPXL | 9.50% | 11.13% | -1.63% | $21M |
| LQD | 6.00% | 6.50% | -0.50% | $14M |
| IG | 1.82% | 2.12% | -0.31% | $4M |
| FBND | 4.63% | 4.90% | -0.26% | $10M |
| BSMU | 1.00% | 1.25% | -0.25% | $2M |
| AMZN | 1.03% | 1.28% | -0.25% | $2M |
| IAU | 2.87% | 3.09% | -0.22% | $6M |
| ACN | 0.19% | 0.41% | -0.22% | $431K |
| LQDB | 1.02% | 1.23% | -0.21% | $2M |
| SNPE | 1.35% | 1.55% | -0.19% | $3M |
| JAJL | 0.00% | 0.19% | -0.19% | $0 |
| KBDC | 0.00% | 0.18% | -0.18% | $0 |
| UMI | 1.01% | 1.19% | -0.17% | $2M |
| TIP | 2.68% | 2.85% | -0.17% | $6M |
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 26 | $27M | 11.9% |
| Large Cap | 49 | $116M | 51.2% |
| Mid Cap | 18 | $54M | 24.0% |
| Small Cap | 12 | $14M | 6.2% |
| Micro Cap | 13 | $15M | 6.7% |
Portfolio Analytics
Avg Market Cap
$330.0B
Median Market Cap
$26.3B
Avg P/E
38.6
Median P/E
25.9
Avg Dividend Yield
0.02%
Avg Beta
0.85
# Stocks
46
# ETFs / Funds
72
Top Holdings (118 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | VCIT | 10.37% | 279,065 | $23M | $84.11 | — | +279,065 | — | NEW |
| 2 | SPXL | 9.50% | 101,417 | $21M | $211.90 | $1M | -14,197 | -12.3% | |
| 3 | LQD | 6.00% | 121,766 | $14M | $111.47 | $2M | +14,827 | +13.9% | |
| 4 | JPST | 5.85% | 260,982 | $13M | $50.73 | -$2M | -49,319 | -15.9% | |
| 5 | FBND | 4.63% | 226,771 | $10M | $46.24 | $2M | +33,822 | +17.5% | |
| 6 | IAU | 2.87% | 89,243 | $6M | $72.77 | $914K | -233 | -0.3% | |
| 7 | JBND | 2.75% | 114,961 | $6M | $54.16 | $1M | +20,525 | +21.7% | |
| 8 | TIP | 2.68% | 54,443 | $6M | $111.22 | $923K | +7,804 | +16.7% | |
| 9 | UITB | 2.66% | 126,716 | $6M | $47.52 | $1M | +23,117 | +22.3% | |
| 10 | GTO | 2.62% | 124,604 | $6M | $47.51 | $1M | +21,729 | +21.1% | |
| 11 | NVDA | 2.37% | 28,731 | $5M | $186.58 | $875K | +339 | +1.2% | |
| 12 | HYG | 2.24% | 62,373 | $5M | $81.19 | $833K | +9,907 | +18.9% | |
| 13 | FALN | 1.91% | 155,856 | $4M | $27.78 | $692K | +21,840 | +16.3% | |
| 14 | IG | 1.82% | 194,883 | $4M | $21.10 | $281K | +10,789 | +5.9% | |
| 15 | EMB | 1.75% | 41,671 | $4M | $95.19 | $532K | +4,592 | +12.4% | |
| 16 | MUB | 1.49% | 31,580 | $3M | $106.49 | $596K | +5,093 | +19.2% | |
| 17 | CMBS | 1.37% | 63,291 | $3M | $49.07 | $496K | +9,718 | +18.1% | |
| 18 | SNPE | 1.35% | 50,926 | $3M | $60.03 | $271K | +539 | +1.1% | |
| 19 | BOND | 1.32% | 31,882 | $3M | $93.35 | $568K | +5,754 | +22.0% | |
| 20 | VCSH | 1.15% | 32,614 | $3M | $79.93 | $544K | +6,664 | +25.7% | |
| 21 | AAPL | 1.14% | 10,092 | $3M | $254.63 | $514K | +71 | +0.7% | |
| 22 | AVGO | 1.12% | 7,667 | $3M | $329.90 | $459K | +155 | +2.1% | |
| 23 | AMZN | 1.03% | 10,664 | $2M | $219.57 | $26K | +109 | +1.0% | |
| 24 | LQDB | 1.02% | 26,293 | $2M | $87.96 | $91K | +699 | +2.7% | |
| 25 | UMI | 1.01% | 44,719 | $2M | $51.35 | $153K | +2,713 | +6.5% | |
| 26 | BSMU | 1.00% | 103,724 | $2M | $21.92 | $12K | -1,486 | -1.4% | |
| 27 | PHYS | 0.97% | 74,065 | $2M | $29.62 | $316K | — | — | |
| 28 | SOXX | 0.96% | 8,008 | $2M | $271.11 | $269K | +42 | +0.5% | |
| 29 | AVDV | 0.87% | 22,017 | $2M | $89.03 | $269K | +686 | +3.2% | |
| 30 | TACK | 0.81% | 61,152 | $2M | $30.01 | $197K | +3,109 | +5.4% | |
| 31 | AVUV | 0.78% | 17,799 | $2M | $99.53 | $204K | +597 | +3.5% | |
| 32 | AIRR | 0.67% | 15,780 | $2M | $96.68 | $355K | +1,399 | +9.7% | |
| 33 | GLD | 0.66% | 4,210 | $1M | $355.47 | $83K | -428 | -9.2% | |
| 34 | COWZ | 0.66% | 25,861 | $1M | $57.47 | $214K | +2,774 | +12.0% | |
| 35 | FANG | 0.60% | 9,536 | $1M | $143.10 | $54K | — | — | |
| 36 | SCHG | 0.60% | 42,567 | $1M | $31.91 | $155K | +1,359 | +3.3% | |
| 37 | TBG | 0.58% | 39,357 | $1M | $33.07 | $677K | +19,959 | +102.9% | |
| 38 | MSFT | 0.57% | 2,498 | $1M | $517.95 | $68K | +34 | +1.4% | |
| 39 | CSCO | 0.52% | 17,279 | $1M | $68.42 | -$17K | -7 | -0.0% | |
| 40 | DBEF | 0.51% | 25,001 | $1M | $46.42 | $279K | +4,862 | +24.1% | |
| 41 | XONA.DE | 0.49% | 9,929 | $1M | $112.75 | $111K | +570 | +6.1% | |
| 42 | OPER | 0.48% | 10,753 | $1M | $100.04 | -$11K | -100 | -0.9% | |
| 43 | WEA | 0.47% | 94,387 | $1M | $11.23 | $67K | +2,874 | +3.1% | |
| 44 | SCHD | 0.45% | 37,287 | $1M | $27.30 | $67K | +1,403 | +3.9% | |
| 45 | PULS | 0.44% | 20,023 | $998K | $49.83 | -$22K | -471 | -2.3% | |
| 46 | AVIV | 0.43% | 14,416 | $972K | $67.44 | $243K | +2,703 | +23.1% | |
| 47 | TSLA | 0.43% | 2,178 | $969K | $444.72 | $257K | -61 | -2.7% | |
| 48 | RTX | 0.42% | 5,667 | $948K | $167.33 | $119K | -9 | -0.2% | |
| 49 | PLTR | 0.41% | 5,146 | $939K | $182.42 | $499K | +1,917 | +59.4% | |
| 50 | BSCS | 0.41% | 45,236 | $931K | $20.57 | -$9K | -593 | -1.3% | |
| 51 | SPY | 0.41% | 1,389 | $925K | $666.26 | $104K | +59 | +4.4% | |
| 52 | ZALT | 0.41% | 28,990 | $924K | $31.88 | $584K | +17,935 | +162.2% | |
| 53 | BSCQ | 0.41% | 47,054 | $920K | $19.56 | -$109 | -102 | -0.2% | |
| 54 | TXN | 0.40% | 4,939 | $907K | $183.73 | -$118K | -1 | -0.0% | |
| 55 | SHV | 0.40% | 8,163 | $902K | $110.49 | $68K | +611 | +8.1% | |
| 56 | BSCR | 0.39% | 44,775 | $883K | $19.71 | -$35K | -1,937 | -4.2% | |
| 57 | JPM | 0.37% | 2,680 | $845K | $315.44 | $162K | +324 | +13.8% | |
| 58 | META | 0.37% | 1,143 | $839K | $734.41 | $3K | +10 | +0.9% | |
| 59 | IUSB | 0.36% | 17,375 | $812K | $46.71 | $229K | +4,772 | +37.9% | |
| 60 | BALT | 0.36% | 24,662 | $809K | $32.82 | $193K | +5,455 | +28.4% | |
| 61 | HD | 0.36% | 1,990 | $806K | $405.20 | $60K | -45 | -2.2% | |
| 62 | IFRA | 0.35% | 15,129 | $799K | $52.82 | $183K | +2,602 | +20.8% | |
| 63 | PCAR | 0.34% | 7,787 | $766K | $98.32 | $26K | +11 | +0.1% | |
| 64 | ABBV | 0.33% | 3,206 | $742K | $231.54 | $146K | -5 | -0.2% | |
| 65 | XLV | 0.32% | 5,122 | $713K | $139.17 | $62K | +297 | +6.2% | |
| 66 | VRT | 0.29% | 4,347 | $656K | $150.86 | $103K | +46 | +1.1% | |
| 67 | NDAQ | 0.27% | 6,999 | $619K | $88.45 | -$7K | — | — | |
| 68 | BSJQ | 0.26% | 24,797 | $580K | $23.41 | $7K | +211 | +0.9% | |
| 69 | F | 0.25% | 47,316 | $566K | $11.96 | $59K | +567 | +1.2% | |
| 70 | BSCT | 0.24% | 29,426 | $554K | $18.81 | $28K | +1,326 | +4.7% | |
| 71 | ECL | 0.22% | 1,789 | $490K | $273.86 | -$17K | -93 | -4.9% | |
| 72 | VBND | 0.21% | 10,860 | $481K | $44.26 | -$10K | -396 | -3.5% | |
| 73 | IVV | 0.21% | 694 | $464K | $669.30 | $34K | — | — | |
| 74 | ACN | 0.19% | 1,746 | $431K | $246.60 | -$302K | -704 | -28.7% | |
| 75 | EVR | 0.19% | 1,254 | $423K | $337.32 | $93K | +31 | +2.5% | |
| 76 | CVX | 0.18% | 2,689 | $418K | $155.29 | $18K | -99 | -3.5% | |
| 77 | AGG | 0.18% | 4,120 | $413K | $100.25 | -$5K | -95 | -2.2% | |
| 78 | CL | 0.17% | 4,777 | $382K | $79.94 | -$52K | +9 | +0.2% | |
| 79 | AOK | 0.17% | 9,401 | $378K | $40.16 | $10K | — | — | |
| 80 | TOPT | 0.16% | 12,081 | $368K | $30.46 | $133K | +3,466 | +40.2% | |
| 81 | DGRO | 0.16% | 5,229 | $356K | $68.08 | $1K | -316 | -5.7% | |
| 82 | SHYG | 0.15% | 8,045 | $348K | $43.30 | $87K | +1,994 | +33.0% | |
| 83 | NOW | 0.15% | 368 | $339K | $920.28 | -$30K | +9 | +2.5% | |
| 84 | GDX | 0.14% | 4,287 | $328K | $76.40 | — | +4,287 | — | NEW |
| 85 | BSJR | 0.14% | 14,073 | $320K | $22.74 | $492 | — | — | |
| 86 | SHY | 0.14% | 3,819 | $317K | $82.96 | $62K | +746 | +24.3% | |
| 87 | PEP | 0.14% | 2,253 | $316K | $140.44 | $19K | — | — | |
| 88 | TXRH | 0.14% | 1,855 | $308K | $166.15 | -$39K | — | — | |
| 89 | CVNA | 0.13% | 804 | $303K | $377.24 | — | +804 | — | NEW |
| 90 | ZSEP | 0.13% | 11,132 | $295K | $26.49 | — | +11,132 | — | NEW |
| 91 | ZAUG | 0.13% | 11,082 | $293K | $26.46 | — | +11,082 | — | NEW |
| 92 | GOOGL | 0.13% | 1,201 | $292K | $243.12 | $80K | — | — | |
| 93 | PFF | 0.13% | 9,187 | $290K | $31.62 | $62K | +1,747 | +23.5% | |
| 94 | COP | 0.13% | 2,992 | $283K | $94.58 | $17K | +23 | +0.8% | |
| 95 | ABT | 0.12% | 2,057 | $276K | $133.94 | -$4K | +1 | +0.1% | |
| 96 | ORCL | 0.12% | 974 | $274K | $281.24 | $58K | -12 | -1.2% | |
| 97 | BSCU | 0.12% | 15,818 | $267K | $16.90 | $7K | +295 | +1.9% | |
| 98 | IGSB | 0.12% | 5,022 | $266K | $53.03 | $2K | +9 | +0.2% | |
| 99 | WPC | 0.12% | 3,856 | $261K | $67.57 | $20K | — | — | |
| 100 | DASH | 0.11% | 952 | $259K | $271.99 | — | +952 | — | NEW |