NIWA

New Insight Wealth Advisors Portfolio holdings

AUM $266M
1-Year Est. Return 18.51%
This Quarter Est. Return
1 Year Est. Return
+18.51%
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
State Street 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
26
$2.02M 0.92%
+15,260
27
$2M 0.91%
15,538
+643
28
$1.76M 0.8%
28,030
+9,319
29
$1.58M 0.72%
+31,847
30
$1.51M 0.69%
23,024
+8,489
31
$1.47M 0.67%
6,959
+554
32
$1.47M 0.67%
30,202
+3,100
33
$1.43M 0.65%
8,559
+37
34
$1.34M 0.61%
14,320
-210
35
$1.29M 0.59%
2,365
+189
36
$1.29M 0.58%
7,751
+542
37
$1.26M 0.57%
9,842
38
$1.24M 0.56%
44,201
+153
39
$1.1M 0.5%
88,236
+11,141
40
$1.08M 0.49%
46,278
+4,324
41
$1M 0.45%
3,729
+182
42
$868K 0.39%
4,144
+84
43
$759K 0.34%
10,609
+1,766
44
$684K 0.31%
2,790
+215
45
$682K 0.31%
38,137
-14,601
46
$673K 0.31%
59,910
+13,750
47
$664K 0.3%
7,278
-2,643
48
$659K 0.3%
1,880
+310
49
$657K 0.3%
21,193
-2,400
50
$638K 0.29%
10,930
-1,049
1
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