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
$160M
AUM Growth
+$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$1.61M
2
+$1.61M
3
+$1.21M
4
IXN icon
iShares Global Tech ETF
IXN
+$836K
5
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$654K

Top Sells

1
+$487K
2
+$425K
3
+$369K
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$369K
5
PYPL icon
PayPal
PYPL
+$366K

Sector Composition

1 Technology 9.06%
2 Consumer Discretionary 8.44%
3 Real Estate 7.27%
4 Communication Services 3.76%
5 Healthcare 1.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.32M 0.83%
15,814
-46
27
$1.28M 0.8%
16,606
-617
28
$1.25M 0.78%
9,430
+230
29
$1.19M 0.74%
13,190
+310
30
$1.13M 0.71%
44,959
+683
31
$1.02M 0.64%
5,590
-57
32
$978K 0.61%
28,210
-3,680
33
$974K 0.61%
19,623
+7,528
34
$967K 0.6%
2,316
-41
35
$937K 0.59%
8,792
-45
36
$916K 0.57%
83,645
+39,220
37
$778K 0.49%
5,720
+1,639
38
$685K 0.43%
13,413
-7,232
39
$676K 0.42%
11,535
-110
40
$674K 0.42%
11,104
+654
41
$672K 0.42%
3,354
42
$556K 0.35%
8,386
-182
43
$492K 0.31%
1,892
-1
44
$476K 0.3%
5,290
45
$461K 0.29%
1,652
-59
46
$449K 0.28%
16,178
-13,315
47
$445K 0.28%
7,911
+225
48
$427K 0.27%
6,309
-390
49
$416K 0.26%
9,720
-180
50
$411K 0.26%
8,435
+670
1
2
3 4