Asset Manager
← All Institutions
Insight Wealth Partners, LLC
Market Value
$240M
+6.2%
Holdings
126
+8
New Purchases
12
Added To
47
Closed
12
Reduced
45
Top 10 Concentration
48.9%
Turnover
19.0%
Top Buys (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| IEF | 1.41% | 0.00% | +1.41% | $3M |
| SPUU | 0.38% | 0.00% | +0.38% | $918K |
| SPY | 0.78% | 0.41% | +0.37% | $2M |
| RKLB | 0.35% | 0.00% | +0.35% | $834K |
| GOOGL | 0.46% | 0.13% | +0.33% | $1M |
| BROS | 0.30% | 0.00% | +0.30% | $714K |
| TOPT | 0.43% | 0.16% | +0.27% | $1M |
| CVNA | 0.38% | 0.13% | +0.25% | $914K |
| IAU | 3.10% | 2.87% | +0.23% | $7M |
| LQD | 6.19% | 6.00% | +0.19% | $15M |
| GDX | 0.33% | 0.14% | +0.18% | $787K |
| TBG | 0.75% | 0.58% | +0.18% | $2M |
| KE | 0.15% | 0.00% | +0.15% | $369K |
| VBND | 0.36% | 0.21% | +0.15% | $877K |
| ELY | 0.15% | 0.00% | +0.15% | $352K |
Top Sells (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| VCIT | 9.62% | 10.37% | -0.76% | $23M |
| SPXL | 9.10% | 9.50% | -0.40% | $22M |
| HD | 0.00% | 0.36% | -0.36% | $0 |
| NDAQ | 0.00% | 0.27% | -0.27% | $0 |
| BSCQ | 0.15% | 0.41% | -0.26% | $350K |
| NVDA | 2.12% | 2.37% | -0.25% | $5M |
| JPST | 5.65% | 5.85% | -0.21% | $14M |
| ACN | 0.00% | 0.19% | -0.19% | $0 |
| BALT | 0.20% | 0.36% | -0.16% | $484K |
| NOW | 0.00% | 0.15% | -0.15% | $0 |
| BSCR | 0.24% | 0.39% | -0.15% | $583K |
| TXRH | 0.00% | 0.14% | -0.14% | $0 |
| BSJQ | 0.12% | 0.26% | -0.13% | $298K |
| ZAUG | 0.00% | 0.13% | -0.13% | $0 |
| ORCL | 0.00% | 0.12% | -0.12% | $0 |
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 27 | $28M | 11.5% |
| Large Cap | 53 | $125M | 51.8% |
| Mid Cap | 21 | $56M | 23.4% |
| Small Cap | 12 | $16M | 6.5% |
| Micro Cap | 13 | $16M | 6.8% |
Portfolio Analytics
Avg Market Cap
$344.6B
Median Market Cap
$29.8B
Avg P/E
38.8
Median P/E
25.9
Avg Dividend Yield
0.02%
Avg Beta
0.94
# 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 | 9.62% | 275,950 | $23M | $83.75 | -$361K | -3,115 | -1.1% | |
| 2 | SPXL | 9.10% | 99,158 | $22M | $220.61 | $385K | -2,259 | -2.2% | |
| 3 | LQD | 6.19% | 135,050 | $15M | $110.19 | $1M | +13,284 | +10.9% | |
| 4 | JPST | 5.65% | 268,202 | $14M | $50.59 | $329K | +7,220 | +2.8% | |
| 5 | FBND | 4.56% | 237,809 | $11M | $46.04 | $463K | +11,038 | +4.9% | |
| 6 | IAU | 3.10% | 91,789 | $7M | $81.17 | $956K | +2,546 | +2.9% | |
| 7 | JBND | 2.75% | 122,056 | $7M | $54.07 | $373K | +7,095 | +6.2% | |
| 8 | UITB | 2.67% | 135,743 | $6M | $47.35 | $407K | +9,027 | +7.1% | |
| 9 | TIP | 2.62% | 57,225 | $6M | $109.91 | $234K | +2,782 | +5.1% | |
| 10 | GTO | 2.61% | 132,028 | $6M | $47.42 | $341K | +7,424 | +6.0% | |
| 11 | HYG | 2.29% | 68,284 | $6M | $80.63 | $442K | +5,911 | +9.5% | |
| 12 | NVDA | 2.12% | 27,268 | $5M | $186.50 | -$275K | -1,463 | -5.1% | |
| 13 | FALN | 1.98% | 174,199 | $5M | $27.30 | $426K | +18,343 | +11.8% | |
| 14 | IG | 1.92% | 220,590 | $5M | $20.89 | $496K | +25,707 | +13.2% | |
| 15 | EMB | 1.81% | 45,131 | $4M | $96.28 | $379K | +3,460 | +8.3% | |
| 16 | MUB | 1.47% | 33,015 | $4M | $107.11 | $173K | +1,435 | +4.5% | |
| 17 | IEF | 1.41% | 35,139 | $3M | $96.16 | — | +35,139 | — | NEW |
| 18 | CMBS | 1.36% | 66,397 | $3M | $49.08 | $153K | +3,106 | +4.9% | |
| 19 | BOND | 1.31% | 33,750 | $3M | $93.08 | $165K | +1,868 | +5.9% | |
| 20 | SNPE | 1.30% | 50,193 | $3M | $62.45 | $78K | -733 | -1.4% | |
| 21 | AVGO | 1.10% | 7,670 | $3M | $346.11 | $125K | +3 | +0.0% | |
| 22 | AAPL | 1.10% | 9,746 | $3M | $271.86 | $80K | -346 | -3.4% | |
| 23 | VCSH | 1.08% | 32,436 | $3M | $79.73 | -$21K | -178 | -0.6% | |
| 24 | AMZN | 1.03% | 10,715 | $2M | $230.82 | $132K | +51 | +0.5% | |
| 25 | PHYS | 1.01% | 73,374 | $2M | $33.02 | $229K | -691 | -0.9% | |
| 26 | UMI | 1.00% | 49,112 | $2M | $49.08 | $114K | +4,393 | +9.8% | |
| 27 | LQDB | 0.99% | 27,405 | $2M | $87.11 | $75K | +1,112 | +4.2% | |
| 28 | SOXX | 0.97% | 7,718 | $2M | $301.15 | $153K | -290 | -3.6% | |
| 29 | BSMU | 0.95% | 103,724 | $2M | $22.02 | $11K | — | — | |
| 30 | AVDV | 0.86% | 22,053 | $2M | $93.97 | $112K | +36 | +0.2% | |
| 31 | TACK | 0.78% | 62,450 | $2M | $29.97 | $36K | +1,298 | +2.1% | |
| 32 | SPY | 0.78% | 2,734 | $2M | $681.86 | $939K | +1,345 | +96.8% | |
| 33 | AVUV | 0.76% | 17,825 | $2M | $101.98 | $46K | +26 | +0.1% | |
| 34 | TBG | 0.75% | 54,095 | $2M | $33.39 | $505K | +14,738 | +37.5% | |
| 35 | GLD | 0.70% | 4,268 | $2M | $396.31 | $195K | +58 | +1.4% | |
| 36 | AIRR | 0.66% | 16,137 | $2M | $98.32 | $61K | +357 | +2.3% | |
| 37 | COWZ | 0.63% | 25,342 | $2M | $60.17 | $39K | -519 | -2.0% | |
| 38 | FANG | 0.60% | 9,536 | $1M | $150.33 | $69K | — | — | |
| 39 | SCHG | 0.55% | 40,755 | $1M | $32.62 | -$29K | -1,812 | -4.3% | |
| 40 | CSCO | 0.53% | 16,432 | $1M | $77.03 | $84K | -847 | -4.9% | |
| 41 | DBEF | 0.50% | 24,742 | $1M | $48.11 | $30K | -259 | -1.0% | |
| 42 | MSFT | 0.47% | 2,359 | $1M | $483.69 | -$153K | -139 | -5.6% | |
| 43 | GOOGL | 0.46% | 3,557 | $1M | $313.01 | $821K | +2,356 | +196.2% | |
| 44 | XONA.DE | 0.46% | 9,176 | $1M | $120.35 | -$15K | -753 | -7.6% | |
| 45 | WEA | 0.44% | 94,848 | $1M | $11.03 | -$14K | +461 | +0.5% | |
| 46 | RTX | 0.43% | 5,667 | $1M | $183.40 | $91K | — | — | |
| 47 | SCHD | 0.43% | 37,823 | $1M | $27.43 | $20K | +536 | +1.4% | |
| 48 | TOPT | 0.43% | 33,189 | $1M | $31.23 | $669K | +21,108 | +174.7% | |
| 49 | AVIV | 0.43% | 14,504 | $1M | $71.23 | $61K | +88 | +0.6% | |
| 50 | OPER | 0.42% | 9,986 | $999K | $100.03 | -$77K | -767 | -7.1% | |
| 51 | TSLA | 0.41% | 2,170 | $976K | $449.72 | $7K | -8 | -0.4% | |
| 52 | PULS | 0.41% | 19,632 | $974K | $49.59 | -$24K | -391 | -1.9% | |
| 53 | PLTR | 0.39% | 5,223 | $928K | $177.75 | -$10K | +77 | +1.5% | |
| 54 | SPUU | 0.38% | 4,986 | $918K | $184.10 | — | +4,986 | — | NEW |
| 55 | CVNA | 0.38% | 2,165 | $914K | $422.02 | $610K | +1,361 | +169.3% | |
| 56 | JPM | 0.38% | 2,814 | $907K | $322.22 | $61K | +134 | +5.0% | |
| 57 | BSCS | 0.38% | 44,013 | $907K | $20.60 | -$24K | -1,223 | -2.7% | |
| 58 | VBND | 0.36% | 19,859 | $877K | $44.17 | $397K | +8,999 | +82.9% | |
| 59 | IUSB | 0.36% | 18,706 | $871K | $46.54 | $59K | +1,331 | +7.7% | |
| 60 | PCAR | 0.36% | 7,799 | $854K | $109.50 | $88K | +12 | +0.1% | |
| 61 | VRT | 0.35% | 5,254 | $851K | $162.01 | $195K | +907 | +20.9% | |
| 62 | RKLB | 0.35% | 11,949 | $834K | $69.76 | — | +11,949 | — | NEW |
| 63 | TXN | 0.34% | 4,682 | $812K | $173.49 | -$95K | -257 | -5.2% | |
| 64 | SHV | 0.33% | 7,286 | $803K | $110.15 | -$99K | -877 | -10.7% | |
| 65 | GDX | 0.33% | 9,175 | $787K | $85.77 | $459K | +4,888 | +114.0% | |
| 66 | XLV | 0.32% | 5,032 | $779K | $154.79 | $66K | -90 | -1.8% | |
| 67 | IFRA | 0.32% | 14,700 | $774K | $52.62 | -$26K | -429 | -2.8% | |
| 68 | ZALT | 0.31% | 23,136 | $754K | $32.57 | -$171K | -5,854 | -20.2% | |
| 69 | META | 0.30% | 1,086 | $717K | $660.12 | -$123K | -57 | -5.0% | |
| 70 | BROS | 0.30% | 11,657 | $714K | $61.22 | — | +11,657 | — | NEW |
| 71 | ABBV | 0.26% | 2,713 | $620K | $228.49 | -$122K | -493 | -15.4% | |
| 72 | F | 0.26% | 47,016 | $617K | $13.12 | $51K | -300 | -0.6% | |
| 73 | BSCR | 0.24% | 29,535 | $583K | $19.74 | -$299K | -15,240 | -34.0% | |
| 74 | BSCT | 0.22% | 28,607 | $539K | $18.84 | -$15K | -819 | -2.8% | |
| 75 | BALT | 0.20% | 14,433 | $484K | $33.51 | -$326K | -10,229 | -41.5% | |
| 76 | IVV | 0.20% | 694 | $475K | $684.94 | $11K | — | — | |
| 77 | ECL | 0.19% | 1,764 | $463K | $262.52 | -$27K | -25 | -1.4% | |
| 78 | EVR | 0.18% | 1,254 | $427K | $340.25 | $4K | — | — | |
| 79 | AGG | 0.17% | 4,120 | $412K | $99.88 | -$2K | — | — | |
| 80 | AOK | 0.16% | 9,401 | $377K | $40.13 | -$282 | — | — | |
| 81 | KE | 0.15% | 13,259 | $369K | $27.82 | — | +13,259 | — | NEW |
| 82 | DGRO | 0.15% | 5,229 | $363K | $69.42 | $7K | — | — | |
| 83 | ELY | 0.15% | 30,165 | $352K | $11.67 | — | +30,165 | — | NEW |
| 84 | BSCQ | 0.15% | 17,870 | $350K | $19.57 | -$571K | -29,184 | -62.0% | |
| 85 | LLY | 0.14% | 307 | $330K | $1,074.37 | $106K | +13 | +4.4% | |
| 86 | PEP | 0.14% | 2,262 | $325K | $143.52 | $8K | +9 | +0.4% | |
| 87 | CVX | 0.13% | 2,111 | $322K | $152.42 | -$96K | -578 | -21.5% | |
| 88 | SHYG | 0.13% | 7,431 | $319K | $42.87 | -$30K | -614 | -7.6% | |
| 89 | BSJQ | 0.12% | 12,786 | $298K | $23.34 | -$282K | -12,011 | -48.4% | |
| 90 | SHY | 0.12% | 3,506 | $290K | $82.82 | -$26K | -313 | -8.2% | |
| 91 | PFF | 0.12% | 9,187 | $284K | $30.96 | -$6K | — | — | |
| 92 | COP | 0.12% | 3,020 | $283K | $93.61 | -$302 | +28 | +0.9% | |
| 93 | ZSEP | 0.12% | 10,484 | $281K | $26.78 | -$14K | -648 | -5.8% | |
| 94 | BSCU | 0.11% | 15,818 | $268K | $16.92 | $317 | — | — | |
| 95 | IGSB | 0.11% | 5,016 | $265K | $52.88 | -$1K | -6 | -0.1% | |
| 96 | ABT | 0.11% | 2,117 | $265K | $125.29 | -$10K | +60 | +2.9% | |
| 97 | APP | 0.11% | 392 | $264K | $673.82 | — | +392 | — | NEW |
| 98 | HOOD | 0.11% | 2,316 | $262K | $113.10 | — | +2,316 | — | NEW |
| 99 | EPD | 0.11% | 8,164 | $262K | $32.06 | $21K | +450 | +5.8% | |
| 100 | WPC | 0.10% | 3,870 | $249K | $64.36 | -$11K | +14 | +0.4% |