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NIWA

New Insight Wealth Advisors Portfolio holdings

AUM $339M
1-Year Est. Return 28.36%
This Fund
S&P 500
This Quarter Est. Return
+18.22%
1 Year Est. Return
+28.36%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$339M
AUM Growth
+$60.3M
Cap. Flow
+$18.9M
Cap. Flow %
5.58%
Top 10 Hldgs %
44.75%
Holding
122
New
15
Increased
42
Reduced
57
Closed
2

Top Buys

Rank Stock Value
1
BINC icon
BlackRock Flexible Income ETF
BINC
+$3.14M
2
DOC icon
Healthpeak Properties
DOC
+$2.71M
3
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$2.13M
4
JMUB icon
JPMorgan Municipal ETF
JMUB
+$1.78M
5
INTF icon
iShares International Equity Factor ETF
INTF
+$1.41M

Top Sells

Rank Stock Value
1
KMID
Virtus KAR Mid-Cap ETF
KMID
+$1.61M
2
VIOO icon
Vanguard S&P Small-Cap 600 ETF
VIOO
+$893K
3
IVV icon
iShares Core S&P 500 ETF
IVV
+$837K
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$772K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$679K

Sector Composition

Rank Sector Weight
1 Miscellaneous 68.72%
2 Technology 10.21%
3 Consumer Discretionary 8.44%
4 Real Estate 4.48%
5 Communication Services 4.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IVV icon
1
iShares Core S&P 500 ETF
IVV
$892B
$41.8M 12.33%
55,827
-1,149
-2% -$837K
FBND icon
2
Fidelity Total Bond ETF
FBND
$28.1B
$18.9M 5.59%
416,538
+20,753
+5% +$947K
VO icon
3
Vanguard Morningstar Mid-Cap ETF
VO
$109B
$17.2M 5.07%
213,327
+759
+0.4% +$58.8K
VGT icon
4
Vanguard Information Technology ETF
VGT
$148B
$14.6M 4.31%
122,345
-55
-0% -$6.02K
IXN icon
5
iShares Global Tech ETF
IXN
$9.67B
$12.7M 3.75%
88,111
-587
-0.7% -$75.7K
SCHD icon
6
Schwab US Dividend Equity ETF
SCHD
$113B
$9.79M 2.89%
308,724
+35,595
+13% +$1.13M
VIOO icon
7
Vanguard S&P Small-Cap 600 ETF
VIOO
$4.21B
$9.61M 2.83%
69,874
-7,034
-9% -$893K
RSP icon
8
Invesco S&P 500 Equal Weight ETF
RSP
$100B
$9.41M 2.77%
44,235
-3,773
-8% -$772K
FDVV icon
9
Fidelity High Dividend ETF
FDVV
$10.5B
$8.89M 2.62%
147,453
+3,833
+3% +$228K
AMZN icon
10
Amazon
AMZN
$2.79T
$8.79M 2.59%
36,896
+946
+3% +$237K
GOOGL icon
11
Alphabet (Google) Class A
GOOGL
$4.19T
$8.59M 2.53%
24,029
+1,174
+5% +$423K
TSM icon
12
TSMC
TSM
$2.16T
$8.42M 2.48%
17,624
+1,095
+7% +$444K
INTF icon
13
iShares International Equity Factor ETF
INTF
$3.82B
$7.05M 2.08%
172,164
+34,401
+25% +$1.41M
MSFT icon
14
Microsoft
MSFT
$3.79T
$6.37M 1.88%
17,083
+3,269
+24% +$1.32M
TSLA icon
15
Tesla
TSLA
$1.49T
$6.3M 1.86%
14,972
-1,048
-7% -$417K
JMUB icon
16
JPMorgan Municipal ETF
JMUB
$8.65B
$6.24M 1.84%
123,269
+35,425
+40% +$1.78M
AAPL icon
17
Apple
AAPL
$4.79T
$5.62M 1.66%
19,427
+1,129
+6% +$323K
JSCP icon
18
JPMorgan Short Duration Core Plus ETF
JSCP
$1.81B
$4.89M 1.44%
103,714
+29,068
+39% +$1.37M
GLBE icon
19
Global E Online
GLBE
$6.43B
$4.85M 1.43%
139,517
– –
VIG icon
20
Vanguard Dividend Appreciation ETF
VIG
$113B
$4.69M 1.38%
19,806
-2,957
-13% -$679K
KMID
21
Virtus KAR Mid-Cap ETF
KMID
$43M
$4.4M 1.3%
175,559
-64,928
-27% -$1.61M
MRVL icon
22
Marvell Technology
MRVL
$188B
$4.32M 1.27%
14,511
-1,551
-10% -$311K
FRT icon
23
Federal Realty Investment Trust
FRT
$10.2B
$4.15M 1.22%
33,641
-439
-1% -$51.1K
SMH icon
24
VanEck Semiconductor ETF
SMH
$67.7B
$4.04M 1.19%
6,166
+1,312
+27% +$716K
MINV icon
25
Matthews Asia Innovators Active ETF
MINV
$166M
$4.01M 1.18%
69,282
+26,818
+63% +$1.35M
1
2 3 4 5

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JWM
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RSA
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1CM
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HOWA
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ECAM
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New Insight Wealth Advisors's Q2 2026 Portfolio in Review

As of Q2 2026, New Insight Wealth Advisors held 122 positions worth $339M, up 22% from $279M the previous quarter. Its ten largest holdings account for 45% of the portfolio.

New Insight Wealth Advisors deployed $18.9M of net new capital in Q2 2026, opening 15 new positions and adding to 42 existing holdings. Its largest new stake was BlackRock Flexible Income ETF: 60,052 shares worth $3.14M.

By sector, the portfolio is most concentrated in Miscellaneous at 69% of assets, down from 70% a quarter earlier, followed by Technology and Consumer Discretionary.

On the sell side, the largest reduction was Virtus KAR Mid-Cap ETF, an estimated $1.61M trimmed.

  • New Insight Wealth Advisors's largest Q2 2026 buy was BlackRock Flexible Income ETF: 60,052 shares worth $3.14M.
  • New Insight Wealth Advisors added most to Healthpeak Properties in Q2 2026, an estimated $2.71M increase.
  • New Insight Wealth Advisors's biggest Q2 2026 reduction was Virtus KAR Mid-Cap ETF, cutting an estimated $1.61M.
  • New Insight Wealth Advisors fully exited Palantir in Q2 2026, selling an estimated $261K.
  • New Insight Wealth Advisors's ten largest holdings make up 45% of its $339M portfolio in Q2 2026.
  • New Insight Wealth Advisors opened 15 new positions and closed 2 in Q2 2026.
  • New Insight Wealth Advisors's portfolio value rose 22% quarter-over-quarter to $339M.

Based on New Insight Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.