Insight Wealth Partners, LLC
CIK Number: 0001627003
729.98M
Market Value
85
# of Holdings
10 months
Avg. Holding Period
29.59%
Win Rate
14.61%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | BSJQ | Invesco BulletShares... | 22.95 | +0.22% | 565.51K | -0.07% | 13.16M | 22.59 | 1.80% |
| 2 | LQD | iShares iBoxx $ Inve... | 105.81 | +0.56% | 112.89K | +5.94% | 12.06M | 114.98 | 1.65% |
| 3 | IAU | iShares Gold Trust | 60.60 | -0.59% | 169.8K | +3.71% | 8.41M | 35.18 | 1.15% |
| 4 | FBND | Fidelity Total Bond ... | 44.93 | +0.55% | 184.4K | +11.39% | 8.27M | 48.29 | 1.13% |
| 5 | JPST | JPMorgan Ultra-Short... | 50.43 | +0.09% | 161.92K | -1.24% | 8.16M | 50.21 | 1.12% |
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