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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | AMD | ADVANCED MICRO DEVICES INC | Technology | 387.0 | $225K | 0.20% | NEW | — | $580.91 | -17.9% |
| 42 | XLF | SELECT SECTOR SPDR TR | — | 4,045.0 | $217K | 0.19% | -999.0 | -19.8% | $53.62 | +8.0% |
| 43 | C | CITIGROUP INC | Financial Services | 1,546.0 | $216K | 0.19% | NEW | — | $139.92 | -5.2% |
| 44 | VRT | VERTIV HOLDINGS CO | Industrials | 632.0 | $212K | 0.18% | NEW | — | $334.82 | -19.6% |
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%