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NIWA

New Insight Wealth Advisors Portfolio holdings

AUM $279M
1-Year Est. Return 19.05%
This Fund
S&P 500
This Quarter Est. Return
-2.78%
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
+$8.92M
Cap. Flow %
3.2%
Top 10 Hldgs %
47.3%
Holding
113
New
2
Increased
39
Reduced
51
Closed
6

Top Buys

Rank Stock Value
1
INTF icon
iShares International Equity Factor ETF
INTF
+$2.46M
2
JSCP icon
JPMorgan Short Duration Core Plus ETF
JSCP
+$2.44M
3
JMUB icon
JPMorgan Municipal ETF
JMUB
+$2.01M
4
FDEM icon
Fidelity Emerging Markets Multifactor ETF
FDEM
+$1.13M
5
RIVN icon
Rivian
RIVN
+$1.13M

Top Sells

Rank Stock Value
1
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.2M
2
VIOO icon
Vanguard S&P Small-Cap 600 ETF
VIOO
+$1.15M
3
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$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

Rank Sector Weight
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
$74.2B
$3.31M 1.19%
17,768
-1,755
-9% -$335K
NVDA icon
27
NVIDIA
NVDA
$4.91T
$3.03M 1.09%
17,374
+164
+1% +$30.1K
XMHQ icon
28
Invesco S&P MidCap Quality ETF
XMHQ
$5.39B
$2.96M 1.06%
28,677
-80
-0.3% -$8.49K
GS icon
29
Goldman Sachs
GS
$314B
$2.49M 0.89%
2,942
-102
-3% -$91K
VIGI icon
30
Vanguard International Dividend Appreciation ETF
VIGI
$8.88B
$2.44M 0.88%
27,598
-7,060
-20% -$651K
FDEM icon
31
Fidelity Emerging Markets Multifactor ETF
FDEM
$564M
$2.27M 0.81%
71,800
+34,353
+92% +$1.13M
RIVN icon
32
Rivian
RIVN
$25.3B
$2.21M 0.79%
146,564
+70,400
+92% +$1.13M
XSMO icon
33
Invesco S&P SmallCap Momentum ETF
XSMO
$3B
$2.12M 0.76%
27,896
– –
ROST icon
34
Ross Stores
ROST
$74.9B
$2.12M 0.76%
9,773
– –
O icon
35
Realty Income
O
$61.3B
$2.11M 0.76%
34,556
+2,849
+9% +$178K
AVGO icon
36
Broadcom
AVGO
$1.76T
$2.05M 0.74%
6,626
-151
-2% -$49.7K
BABA icon
37
Alibaba
BABA
$276B
$2M 0.72%
15,912
+195
+1% +$29.3K
SMH icon
38
VanEck Semiconductor ETF
SMH
$67.5B
$1.86M 0.67%
4,854
-20
-0.4% -$7.94K
BNDX icon
39
Vanguard Total International Bond ETF
BNDX
$82.2B
$1.85M 0.67%
38,604
-1,213
-3% -$58.8K
VYM icon
40
Vanguard High Dividend Yield ETF
VYM
$80B
$1.77M 0.64%
11,961
-909
-7% -$137K
UNH icon
41
UnitedHealth
UNH
$387B
$1.69M 0.61%
6,244
+2,392
+62% +$712K
MINV icon
42
Matthews Asia Innovators Active ETF
MINV
$159M
$1.62M 0.58%
42,464
+439
+1% +$17K
MRVL icon
43
Marvell Technology
MRVL
$169B
$1.59M 0.57%
16,062
-203
-1% -$17K
DIAL icon
44
Columbia Diversified Fixed Income Allocation ETF
DIAL
$390M
$1.54M 0.55%
85,043
+6,554
+8% +$120K
SHY icon
45
iShares 1-3 Year Treasury Bond ETF
SHY
$25.7B
$1.52M 0.54%
18,399
-9,828
-35% -$814K
MUB icon
46
iShares National Muni Bond ETF
MUB
$45.5B
$1.5M 0.54%
14,147
+3,747
+36% +$403K
WPC icon
47
W.P. Carey
WPC
$16.9B
$1.49M 0.53%
21,867
-3,723
-15% -$261K
USMV icon
48
iShares MSCI USA Min Vol Factor ETF
USMV
$23.1B
$1.44M 0.52%
15,557
-500
-3% -$47.5K
HYMB icon
49
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
$3.08B
$1.33M 0.48%
53,453
+1,927
+4% +$48.3K
GOOG icon
50
Alphabet (Google) Class C
GOOG
$4.22T
$1.28M 0.46%
4,457
+1,306
+41% +$410K
1
2
3 4 5

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New Insight Wealth Advisors's Q1 2026 Portfolio in Review

As of Q1 2026, New Insight Wealth Advisors held 113 positions worth $279M, down 0.38% from $280M the previous quarter. Its ten largest holdings account for 47% of the portfolio.

New Insight Wealth Advisors deployed $8.92M of net new capital in Q1 2026, opening 2 new positions and adding to 39 existing holdings. Its largest new stake was Healthpeak Properties: 30,769 shares worth $506K.

By sector, the portfolio is most concentrated in Consumer Discretionary at 9% of assets, down from 9.6% a quarter earlier, followed by Technology and Communication Services.

On the sell side, the largest reduction was Schwab US Dividend Equity ETF, an estimated $1.2M trimmed.

  • New Insight Wealth Advisors's largest Q1 2026 buy was Healthpeak Properties: 30,769 shares worth $506K.
  • New Insight Wealth Advisors added most to iShares International Equity Factor ETF in Q1 2026, an estimated $2.46M increase.
  • New Insight Wealth Advisors's biggest Q1 2026 reduction was Schwab US Dividend Equity ETF, cutting an estimated $1.2M.
  • New Insight Wealth Advisors fully exited Vanguard 0-3 Month Treasury Bill ETF in Q1 2026, selling an estimated $404K.
  • New Insight Wealth Advisors's ten largest holdings make up 47% of its $279M portfolio in Q1 2026.
  • New Insight Wealth Advisors opened 2 new positions and closed 6 in Q1 2026.
  • New Insight Wealth Advisors's portfolio value fell 0.38% quarter-over-quarter to $279M.

Based on New Insight Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.