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
$170M
AUM Growth
+$9.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$3.45M
2
+$1.24M
3
+$1.04M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$909K
5
SMH icon
VanEck Semiconductor ETF
SMH
+$749K

Top Sells

1
+$934K
2
+$863K
3
+$399K
4
C icon
Citigroup
C
+$357K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$339K

Sector Composition

1 Technology 9.3%
2 Consumer Discretionary 9.13%
3 Real Estate 6.09%
4 Communication Services 4.25%
5 Financials 1.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.43M 0.84%
9,842
27
$1.25M 0.74%
46,356
+1,397
28
$1.25M 0.74%
28,360
+150
29
$1.19M 0.7%
14,125
-1,689
30
$1.16M 0.68%
86,494
+2,849
31
$1.15M 0.68%
23,233
+3,610
32
$1.12M 0.66%
6,462
+742
33
$1.05M 0.62%
2,321
+5
34
$1.03M 0.61%
88,262
-73,670
35
$979K 0.58%
8,241
-551
36
$846K 0.5%
4,930
-660
37
$808K 0.48%
11,118
-5,488
38
$749K 0.44%
+2,873
39
$692K 0.41%
11,825
+721
40
$618K 0.36%
3,054
-300
41
$569K 0.33%
+24,485
42
$507K 0.3%
1,895
+3
43
$500K 0.29%
8,929
-2,606
44
$496K 0.29%
19,664
+4,992
45
$491K 0.29%
24,101
+6,625
46
$488K 0.29%
7,429
+1,120
47
$458K 0.27%
5,290
48
$455K 0.27%
6,985
-1,401
49
$445K 0.26%
8,708
-4,705
50
$444K 0.26%
2,421
+222
1
2
3 4