NIWA

New Insight Wealth Advisors Portfolio holdings

AUM $279M
1-Year Est. Return 19.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$279M
AUM Growth
-$1.06M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$2.46M
2
+$2.44M
3
+$2.01M
4
FDEM icon
Fidelity Emerging Markets Multifactor ETF
FDEM
+$1.13M
5
RIVN icon
Rivian
RIVN
+$1.13M

Top Sells

1
+$1.2M
2
+$1.15M
3
+$814K
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$771K
5
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$651K

Sector Composition

1 Consumer Discretionary 9.04%
2 Technology 8.85%
3 Communication Services 4.42%
4 Real Estate 3.96%
5 Healthcare 2.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SPG icon
26
Simon Property Group
SPG
$66.3B
$3.31M 1.19%
17,768
-1,755
NVDA icon
27
NVIDIA
NVDA
$5.23T
$3.03M 1.09%
17,374
+164
XMHQ icon
28
Invesco S&P MidCap Quality ETF
XMHQ
$5.38B
$2.96M 1.06%
28,677
-80
GS icon
29
Goldman Sachs
GS
$309B
$2.49M 0.89%
2,942
-102
VIGI icon
30
Vanguard International Dividend Appreciation ETF
VIGI
$8.87B
$2.44M 0.88%
27,598
-7,060
FDEM icon
31
Fidelity Emerging Markets Multifactor ETF
FDEM
$573M
$2.27M 0.81%
71,800
+34,353
RIVN icon
32
Rivian
RIVN
$24.2B
$2.21M 0.79%
146,564
+70,400
XSMO icon
33
Invesco S&P SmallCap Momentum ETF
XSMO
$2.86B
$2.12M 0.76%
27,896
ROST icon
34
Ross Stores
ROST
$74.6B
$2.12M 0.76%
9,773
O icon
35
Realty Income
O
$55.9B
$2.11M 0.76%
34,556
+2,849
AVGO icon
36
Broadcom
AVGO
$2.3T
$2.05M 0.74%
6,626
-151
BABA icon
37
Alibaba
BABA
$306B
$2M 0.72%
15,912
+195
SMH icon
38
VanEck Semiconductor ETF
SMH
$72.1B
$1.86M 0.67%
4,854
-20
BNDX icon
39
Vanguard Total International Bond ETF
BNDX
$78.8B
$1.85M 0.67%
38,604
-1,213
VYM icon
40
Vanguard High Dividend Yield ETF
VYM
$79.3B
$1.77M 0.64%
11,961
-909
UNH icon
41
UnitedHealth
UNH
$346B
$1.69M 0.61%
6,244
+2,392
MINV icon
42
Matthews Asia Innovators Active ETF
MINV
$179M
$1.62M 0.58%
42,464
+439
MRVL icon
43
Marvell Technology
MRVL
$265B
$1.59M 0.57%
16,062
-203
DIAL icon
44
Columbia Diversified Fixed Income Allocation ETF
DIAL
$415M
$1.54M 0.55%
85,043
+6,554
SHY icon
45
iShares 1-3 Year Treasury Bond ETF
SHY
$25.2B
$1.52M 0.54%
18,399
-9,828
MUB icon
46
iShares National Muni Bond ETF
MUB
$44.7B
$1.5M 0.54%
14,147
+3,747
WPC icon
47
W.P. Carey
WPC
$16.4B
$1.49M 0.53%
21,867
-3,723
USMV icon
48
iShares MSCI USA Min Vol Factor ETF
USMV
$23.1B
$1.44M 0.52%
15,557
-500
HYMB icon
49
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
$2.95B
$1.33M 0.48%
53,453
+1,927
GOOG icon
50
Alphabet (Google) Class C
GOOG
$4.32T
$1.28M 0.46%
4,457
+1,306
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