NIWA

New Insight Wealth Advisors Portfolio holdings

AUM $243M
1-Year Est. Return 15.72%
This Quarter Est. Return
1 Year Est. Return
+15.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$148M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$16.4M
2
+$10.7M
3
+$10.1M
4
TSLA icon
Tesla
TSLA
+$8.16M
5
SPG icon
Simon Property Group
SPG
+$7.55M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 10.13%
2 Technology 8.76%
3 Real Estate 8.04%
4 Communication Services 3.64%
5 Financials 2.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.24M 0.83%
+15,860
27
$1.18M 0.8%
+31,890
28
$1.06M 0.71%
+17,223
29
$1.05M 0.7%
+20,645
30
$1.04M 0.7%
+44,425
31
$1.04M 0.7%
+44,276
32
$1.03M 0.69%
+9,200
33
$909K 0.61%
+2,357
34
$879K 0.59%
+8,837
35
$875K 0.59%
+5,647
36
$849K 0.57%
+29,493
37
$638K 0.43%
+12,880
38
$628K 0.42%
+11,645
39
$604K 0.41%
+12,095
40
$579K 0.39%
+10,450
41
$571K 0.38%
+3,354
42
$536K 0.36%
+10,428
43
$512K 0.34%
+8,568
44
$465K 0.31%
+16,615
45
$453K 0.31%
+7,891
46
$449K 0.3%
+1,893
47
$449K 0.3%
+5,290
48
$447K 0.3%
+5,666
49
$445K 0.3%
+1,711
50
$428K 0.29%
+6,699
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