NIWA

New Insight Wealth Advisors Portfolio holdings

AUM $220M
AUM
$220M
AUM Growth
+$20.6M
Cap. Flow
+$32.4M
Cap. Flow %
14.69%
Top 10 Hldgs %
54.92%
Holding
96
New
6
Increased
59
Reduced
22
Closed
2

Top Buys

1
$4.28M
2
$3.45M
3
$3.27M
4
$2.18M
5
$2.16M

Top Sells

1
$1.64M
2
$648K
3
$261K
4
$241K
5
$123K

Sector Composition

1Consumer Discretionary9.38%
2Technology8.2%
3Real Estate3.91%
4Communication Services3.48%
5Healthcare2.23%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$28.2M12.8%50,152
+3,404
+7%
+$1.91M
$16.8M7.61%599,461
+77,081
+15%
+$2.16M
$14.6M6.63%319,824
+71,632
+29%
+$3.27M
$12.1M5.48%46,631
+6,385
+16%
+$1.65M
$11.6M5.27%66,972
+12,607
+23%
+$2.18M
$10.9M4.96%113,291
+2,812
+3%
+$271K
$8.17M3.71%15,058
+2,007
+15%
+$1.09M
$6.71M3.05%88,545
+9,786
+12%
+$741K
$6.04M2.74%31,771
+3,119
+11%
+$593K
$5.89M2.67%22,721
+891
+4%
+$231K
$5.57M2.53%33,550
+76
+0.2%
+$12.6K
$4.8M2.18%24,718
+1,245
+5%
+$242K
$4.74M2.15%57,191
-19,819
-26%
-$1.64M
$4.28M1.94%120,000 New
+$4.28M
$4.05M1.84%18,230
-148
-0.8%
-$32.9K
$3.96M1.8%10,558
+2,675
+34%
+$1M
$3.71M1.68%156,332
+89,743
+135%
+$2.13M
$3.65M1.66%170,189
-5,740
-3%
-$123K
$3.45M1.57%136,138 New
+$3.45M
$3.18M1.45%20,588
+2,868
+16%
+$444K
$3M1.36%5,197
+699
+16%
+$403K
$2.76M1.25%33,345
+2,560
+8%
+$212K
$2.51M1.14%39,750
-10,268
-21%
-$648K
$2.09M0.95%22,850
+9,022
+65%
+$826K
$2.02M0.92%18,668
+2,187
+13%
+$237K
1234