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
$190M
AUM Growth
+$20.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$2.47M
2
+$2.33M
3
+$1.92M
4
FBND icon
Fidelity Total Bond ETF
FBND
+$1.47M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.02M

Top Sells

1
+$1.35M
2
+$1.2M
3
+$919K
4
FDD icon
First Trust STOXX European Select Dividend Income Fund
FDD
+$792K
5
IXJ icon
iShares Global Healthcare ETF
IXJ
+$686K

Sector Composition

1 Consumer Discretionary 8.74%
2 Technology 8.54%
3 Real Estate 5.27%
4 Communication Services 3.7%
5 Financials 1.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.48M 0.78%
9,842
27
$1.35M 0.71%
73,001
-73,003
28
$1.33M 0.7%
46,665
+309
29
$1.3M 0.69%
14,280
+155
30
$1.3M 0.69%
7,496
+1,034
31
$1.27M 0.67%
25,375
+2,142
32
$1.13M 0.6%
11,541
-6,990
33
$1.1M 0.58%
2,226
-95
34
$950K 0.5%
84,703
-1,791
35
$902K 0.47%
4,568
-362
36
$902K 0.47%
37,490
+13,005
37
$865K 0.46%
12,816
+6,048
38
$845K 0.44%
26,113
-2,247
39
$744K 0.39%
9,898
-1,220
40
$743K 0.39%
11,925
+100
41
$617K 0.32%
+6,015
42
$548K 0.29%
2,601
-453
43
$548K 0.29%
21,032
+1,368
44
$547K 0.29%
8,187
-54
45
$546K 0.29%
7,735
+306
46
$536K 0.28%
1,892
-3
47
$513K 0.27%
5,290
48
$494K 0.26%
23,776
-325
49
$479K 0.25%
1,793
+422
50
$470K 0.25%
8,001
+40
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2
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