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
$200M
AUM Growth
+$9.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$3.34M
2
+$2.59M
3
+$1.62M
4
XSMO icon
Invesco S&P SmallCap Momentum ETF
XSMO
+$953K
5
XMHQ icon
Invesco S&P MidCap Quality ETF
XMHQ
+$769K

Top Sells

1
+$4.11M
2
+$1.12M
3
+$705K
4
SPG icon
Simon Property Group
SPG
+$596K
5
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$569K

Sector Composition

1 Consumer Discretionary 9%
2 Technology 8.61%
3 Real Estate 4.43%
4 Communication Services 3.74%
5 Financials 1.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.49M 0.75%
9,842
27
$1.42M 0.71%
7,209
-287
28
$1.36M 0.68%
13,828
+7,813
29
$1.34M 0.67%
27,102
+1,727
30
$1.29M 0.65%
14,530
+250
31
$1.25M 0.62%
2,176
-50
32
$1.24M 0.62%
18,711
+14,409
33
$1.21M 0.6%
44,048
-2,617
34
$1.19M 0.59%
3,547
-3,346
35
$1.03M 0.51%
77,095
-7,608
36
$1M 0.5%
14,535
+1,719
37
$985K 0.49%
41,954
+4,464
38
$924K 0.46%
52,738
-20,263
39
$853K 0.43%
9,921
-1,620
40
$746K 0.37%
11,979
+54
41
$721K 0.36%
4,060
-508
42
$692K 0.35%
15,133
+7,261
43
$684K 0.34%
23,593
-2,520
44
$617K 0.31%
2,575
-26
45
$601K 0.3%
11,785
+3,590
46
$582K 0.29%
20,875
-157
47
$580K 0.29%
8,843
+1,108
48
$577K 0.29%
9,560
-338
49
$537K 0.27%
2,822
+76
50
$521K 0.26%
46,160
+28,110
1
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3 4