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
$220M
AUM Growth
+$20.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$4.28M
2
+$3.45M
3
+$3.27M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$2.18M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$2.16M

Top Sells

1
+$1.64M
2
+$648K
3
+$261K
4
IXJ icon
iShares Global Healthcare ETF
IXJ
+$241K
5
SDY icon
SPDR S&P Dividend ETF
SDY
+$235K

Sector Composition

1 Consumer Discretionary 9.51%
2 Technology 8.1%
3 Real Estate 3.91%
4 Communication Services 3.45%
5 Healthcare 2.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BABA icon
26
Alibaba
BABA
$387B
$2.02M 0.92%
+15,260
VYM icon
27
Vanguard High Dividend Yield ETF
VYM
$64.9B
$2M 0.91%
15,538
+643
XSMO icon
28
Invesco S&P SmallCap Momentum ETF
XSMO
$1.92B
$1.76M 0.8%
28,030
+9,319
ACLS icon
29
Axcelis
ACLS
$2.6B
$1.58M 0.72%
+31,847
SPLG icon
30
SPDR Portfolio S&P 500 ETF
SPLG
$88.3B
$1.51M 0.69%
23,024
+8,489
SMH icon
31
VanEck Semiconductor ETF
SMH
$34.9B
$1.47M 0.67%
6,959
+554
FCAL icon
32
First Trust California Municipal High income ETF
FCAL
$190M
$1.47M 0.67%
30,202
+3,100
AVGO icon
33
Broadcom
AVGO
$1.65T
$1.43M 0.65%
8,559
+37
USMV icon
34
iShares MSCI USA Min Vol Factor ETF
USMV
$23.4B
$1.34M 0.61%
14,320
-210
GS icon
35
Goldman Sachs
GS
$232B
$1.29M 0.59%
2,365
+189
TSM icon
36
TSMC
TSM
$1.53T
$1.29M 0.58%
7,751
+542
ROST icon
37
Ross Stores
ROST
$50.8B
$1.26M 0.57%
9,842
MINV icon
38
Matthews Asia Innovators Active ETF
MINV
$76.5M
$1.24M 0.56%
44,201
+153
RIVN icon
39
Rivian
RIVN
$15.8B
$1.1M 0.5%
88,236
+11,141
SPHY icon
40
SPDR Portfolio High Yield Bond ETF
SPHY
$9.23B
$1.08M 0.49%
46,278
+4,324
CRM icon
41
Salesforce
CRM
$231B
$1M 0.45%
3,729
+182
ABBV icon
42
AbbVie
ABBV
$406B
$868K 0.39%
4,144
+84
IYK icon
43
iShares US Consumer Staples ETF
IYK
$1.32B
$759K 0.34%
10,609
+1,766
JPM icon
44
JPMorgan Chase
JPM
$810B
$684K 0.31%
2,790
+215
DIAL icon
45
Columbia Diversified Fixed Income Allocation ETF
DIAL
$394M
$682K 0.31%
38,137
-14,601
NAC icon
46
Nuveen California Quality Municipal Income Fund
NAC
$1.69B
$673K 0.31%
59,910
+13,750
IXJ icon
47
iShares Global Healthcare ETF
IXJ
$4B
$664K 0.3%
7,278
-2,643
V icon
48
Visa
V
$664B
$659K 0.3%
1,880
+310
PINS icon
49
Pinterest
PINS
$22B
$657K 0.3%
21,193
-2,400
IJH icon
50
iShares Core S&P Mid-Cap ETF
IJH
$99.1B
$638K 0.29%
10,930
-1,049
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