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
BABA icon
26
Alibaba
BABA
$395B
$2.77M 1.04%
15,516
XMHQ icon
27
Invesco S&P MidCap Quality ETF
XMHQ
$5.34B
$2.71M 1.02%
25,792
+2,447
ACLS icon
28
Axcelis
ACLS
$2.86B
$2.64M 0.99%
27,013
-4,834
GS icon
29
Goldman Sachs
GS
$289B
$2.39M 0.9%
3,006
-5
AVGO icon
30
Broadcom
AVGO
$1.67T
$2.35M 0.88%
7,120
-240
XSMO icon
31
Invesco S&P SmallCap Momentum ETF
XSMO
$2.22B
$2.06M 0.77%
27,935
+123
WPC icon
32
W.P. Carey
WPC
$15.4B
$2.01M 0.76%
29,762
-8,533
VYM icon
33
Vanguard High Dividend Yield ETF
VYM
$71.5B
$1.95M 0.73%
13,812
-1,356
SMH icon
34
VanEck Semiconductor ETF
SMH
$42.5B
$1.67M 0.63%
5,107
-294
BNDX icon
35
Vanguard Total International Bond ETF
BNDX
$74.7B
$1.61M 0.61%
32,652
+16,730
MINV icon
36
Matthews Asia Innovators Active ETF
MINV
$87.4M
$1.59M 0.6%
42,697
-1,107
ROST icon
37
Ross Stores
ROST
$62.2B
$1.49M 0.56%
9,773
FRT icon
38
Federal Realty Investment Trust
FRT
$8.94B
$1.48M 0.56%
+14,611
USMV icon
39
iShares MSCI USA Min Vol Factor ETF
USMV
$23B
$1.32M 0.5%
13,900
-313
MRVL icon
40
Marvell Technology
MRVL
$68.2B
$1.31M 0.49%
15,583
+4,823
O icon
41
Realty Income
O
$56.4B
$1.22M 0.46%
20,124
+5,735
RIVN icon
42
Rivian
RIVN
$20.4B
$1.18M 0.44%
80,454
-4,880
VCSH icon
43
Vanguard Short-Term Corporate Bond ETF
VCSH
$40.1B
$1.18M 0.44%
14,720
+455
JMUB icon
44
JPMorgan Municipal ETF
JMUB
$6.65B
$1.17M 0.44%
+23,168
UNH icon
45
UnitedHealth
UNH
$300B
$1.15M 0.43%
3,339
+2,525
MUB icon
46
iShares National Muni Bond ETF
MUB
$42.1B
$1.12M 0.42%
10,529
+3,674
NOW icon
47
ServiceNow
NOW
$134B
$1.1M 0.41%
5,955
+3,130
PEY icon
48
Invesco High Yield Equity Dividend Achievers ETF
PEY
$1.07B
$1.09M 0.41%
51,686
-88,932
INTF icon
49
iShares International Equity Factor ETF
INTF
$3B
$1.08M 0.41%
30,026
+10,044
ABBV icon
50
AbbVie
ABBV
$379B
$947K 0.36%
4,091
-37
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