NIWA

New Insight Wealth Advisors Portfolio holdings

AUM $280M
1-Year Est. Return 16.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$280M
AUM Growth
+$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$3.34M
2
+$1.87M
3
+$1.68M
4
FRT icon
Federal Realty Investment Trust
FRT
+$1.59M
5
JMUB icon
JPMorgan Municipal ETF
JMUB
+$1.27M

Top Sells

1
+$2.64M
2
+$2.23M
3
+$1.66M
4
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$1.25M
5
VIOO icon
Vanguard S&P Small-Cap 600 ETF
VIOO
+$982K

Sector Composition

1 Technology 9.6%
2 Consumer Discretionary 9.6%
3 Communication Services 4.42%
4 Real Estate 3.62%
5 Healthcare 2.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
XMHQ icon
26
Invesco S&P MidCap Quality ETF
XMHQ
$5.31B
$2.95M 1.05%
28,757
+2,965
INTF icon
27
iShares International Equity Factor ETF
INTF
$3.18B
$2.86M 1.02%
75,672
+45,646
GS icon
28
Goldman Sachs
GS
$259B
$2.68M 0.96%
3,044
+38
JMUB icon
29
JPMorgan Municipal ETF
JMUB
$7.04B
$2.43M 0.87%
48,175
+25,007
AVGO icon
30
Broadcom
AVGO
$1.49T
$2.35M 0.84%
6,777
-343
SHY icon
31
iShares 1-3 Year Treasury Bond ETF
SHY
$24.9B
$2.34M 0.84%
28,227
-6,705
BABA icon
32
Alibaba
BABA
$324B
$2.3M 0.82%
15,717
+201
XSMO icon
33
Invesco S&P SmallCap Momentum ETF
XSMO
$2.37B
$2.01M 0.72%
27,896
-39
BNDX icon
34
Vanguard Total International Bond ETF
BNDX
$76B
$1.92M 0.69%
39,817
+7,165
VYM icon
35
Vanguard High Dividend Yield ETF
VYM
$73.8B
$1.85M 0.66%
12,870
-942
O icon
36
Realty Income
O
$61.1B
$1.79M 0.64%
31,707
+11,583
ROST icon
37
Ross Stores
ROST
$63.9B
$1.76M 0.63%
9,773
SMH icon
38
VanEck Semiconductor ETF
SMH
$44.6B
$1.76M 0.63%
4,874
-233
WPC icon
39
W.P. Carey
WPC
$16.2B
$1.65M 0.59%
25,590
-4,172
USMV icon
40
iShares MSCI USA Min Vol Factor ETF
USMV
$23.5B
$1.51M 0.54%
16,057
+2,157
RIVN icon
41
Rivian
RIVN
$18.7B
$1.5M 0.54%
76,164
-4,290
MINV icon
42
Matthews Asia Innovators Active ETF
MINV
$97M
$1.48M 0.53%
42,025
-672
DIAL icon
43
Columbia Diversified Fixed Income Allocation ETF
DIAL
$446M
$1.44M 0.51%
78,489
+47,987
MRVL icon
44
Marvell Technology
MRVL
$65.7B
$1.38M 0.49%
16,265
+682
HYMB icon
45
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
$3.01B
$1.29M 0.46%
51,526
+19,279
UNH icon
46
UnitedHealth
UNH
$262B
$1.27M 0.45%
3,852
+513
VCSH icon
47
Vanguard Short-Term Corporate Bond ETF
VCSH
$40.7B
$1.22M 0.44%
15,315
+595
FDEM icon
48
Fidelity Emerging Markets Multifactor ETF
FDEM
$461M
$1.16M 0.41%
37,447
+13,862
MUB icon
49
iShares National Muni Bond ETF
MUB
$42.8B
$1.11M 0.4%
10,400
-129
JSCP icon
50
JPMorgan Short Duration Core Plus ETF
JSCP
$1.34B
$1.11M 0.4%
+23,333
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