NIWA

New Insight Wealth Advisors Portfolio holdings

AUM $266M
1-Year Est. Return 18.51%
This Quarter Est. Return
1 Year Est. Return
+18.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$266M
AUM Growth
+$22.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$4.58M
2
+$1.48M
3
+$1.26M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.22M
5
JMUB icon
JPMorgan Municipal ETF
JMUB
+$1.17M

Top Sells

1
+$5.08M
2
+$1.87M
3
+$1.61M
4
SPG icon
Simon Property Group
SPG
+$1.18M
5
VIOO icon
Vanguard S&P Small-Cap 600 ETF
VIOO
+$1.18M

Sector Composition

1 Consumer Discretionary 10.16%
2 Technology 10.05%
3 Communication Services 4.27%
4 Real Estate 3.42%
5 Healthcare 2.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IVV icon
1
iShares Core S&P 500 ETF
IVV
$761B
$33.9M 12.77%
50,714
+1,825
FBND icon
2
Fidelity Total Bond ETF
FBND
$23.6B
$17M 6.38%
367,003
+27,335
VO icon
3
Vanguard Mid-Cap ETF
VO
$94.4B
$15.1M 5.69%
51,461
+3,179
VGT icon
4
Vanguard Information Technology ETF
VGT
$114B
$10.9M 4.11%
14,633
-105
SCHD icon
5
Schwab US Dividend Equity ETF
SCHD
$75.6B
$10.8M 4.05%
394,799
-186,070
VIOO icon
6
Vanguard S&P Small-Cap 600 ETF
VIOO
$3.33B
$10.6M 3.97%
95,558
-10,651
RSP icon
7
Invesco S&P 500 Equal Weight ETF
RSP
$78.7B
$10.5M 3.94%
55,250
-8,467
IXN icon
8
iShares Global Tech ETF
IXN
$6.77B
$8.9M 3.35%
86,242
-824
TSLA icon
9
Tesla
TSLA
$1.46T
$8.78M 3.3%
19,737
-1,260
AMZN icon
10
Amazon
AMZN
$2.56T
$7.29M 2.74%
33,192
+860
KMID
11
Virtus KAR Mid-Cap ETF
KMID
$41.1M
$5.86M 2.21%
237,737
+10,593
MSFT icon
12
Microsoft
MSFT
$3.42T
$5.85M 2.2%
11,291
+570
FDVV icon
13
Fidelity High Dividend ETF
FDVV
$8.18B
$5.73M 2.16%
102,862
+82,264
VIG icon
14
Vanguard Dividend Appreciation ETF
VIG
$105B
$5.14M 1.93%
23,823
-1,514
GLBE icon
15
Global E Online
GLBE
$6.36B
$4.99M 1.88%
139,517
+19,517
GOOGL icon
16
Alphabet (Google) Class A
GOOGL
$3.98T
$4.7M 1.77%
19,335
+286
SPG icon
17
Simon Property Group
SPG
$60.4B
$4.36M 1.64%
23,255
-6,303
VIGI icon
18
Vanguard International Dividend Appreciation ETF
VIGI
$9.26B
$4.35M 1.63%
48,516
-7,517
META icon
19
Meta Platforms (Facebook)
META
$1.56T
$4M 1.51%
5,450
-218
AAPL icon
20
Apple
AAPL
$3.76T
$3.92M 1.48%
15,414
-2,260
PFE icon
21
Pfizer
PFE
$146B
$3.9M 1.47%
153,163
-14,671
TSM icon
22
TSMC
TSM
$1.78T
$3.42M 1.29%
12,241
+2,389
NVDA icon
23
NVIDIA
NVDA
$4.53T
$3.08M 1.16%
16,519
-412
SHY icon
24
iShares 1-3 Year Treasury Bond ETF
SHY
$23.7B
$2.9M 1.09%
34,932
-1,112
SPYM
25
State Street SPDR Portfolio S&P 500 ETF
SPYM
$102B
$2.89M 1.09%
36,840
+12,870
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