Portfolio (Quarterly)
Guide ↗
Investment Insight Wealth Management, LLC
· CIK 0001737917| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | FTXL | FIRST TR EXCHANGE TRADED FD | — | 2,118.0 | $603K | 0.52% | NEW | — | $284.90 | -21.4% |
| 2 | CM | CANADIAN IMPERIAL BANK OF CO | Financial Services | 4,000.0 | $461K | 0.40% | NEW | — | $115.19 | +2.6% |
| 3 | — | VANECK ETF TRUST | — | 6,694.0 | $460K | 0.40% | NEW | — | $68.77 | — |
| 4 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | Technology | 612.0 | $292K | 0.25% | NEW | — | $477.57 | -12.5% |
| 5 | MGV | VANGUARD WORLD FD | — | 1,503.0 | $246K | 0.21% | NEW | — | $163.45 | +3.0% |
| 6 | AMD | ADVANCED MICRO DEVICES INC | Technology | 387.0 | $225K | 0.20% | NEW | — | $580.91 | -17.2% |
| 7 | C | CITIGROUP INC | Financial Services | 1,546.0 | $216K | 0.19% | NEW | — | $139.92 | -4.5% |
| 8 | VRT | VERTIV HOLDINGS CO | Industrials | 632.0 | $212K | 0.18% | NEW | — | $334.82 | -21.2% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
73.6%
Financial Services
13.7%
Communication Services
5.9%
Consumer Cyclical
3.5%
Healthcare
3.2%
Industrials
0.2%