NIWA

New Insight Wealth Advisors Portfolio holdings

AUM $280M
1-Year Est. Return 16.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$243M
AUM Growth
+$22.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$1.7M
2
+$1.01M
3
+$898K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$808K
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$784K

Top Sells

1
+$725K
2
+$722K
3
+$676K
4
SPG icon
Simon Property Group
SPG
+$631K
5
PEY icon
Invesco High Yield Equity Dividend Achievers ETF
PEY
+$595K

Sector Composition

1 Technology 9.59%
2 Consumer Discretionary 9.26%
3 Communication Services 3.96%
4 Real Estate 3.28%
5 Healthcare 2.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.23M 0.92%
9,852
+2,101
27
$2.22M 0.91%
31,847
28
$2.13M 0.88%
3,011
+646
29
$2.03M 0.83%
7,360
-1,199
30
$2.02M 0.83%
15,168
-370
31
$1.89M 0.78%
27,812
-218
32
$1.76M 0.72%
15,516
+256
33
$1.74M 0.72%
23,970
+946
34
$1.51M 0.62%
5,401
-1,558
35
$1.37M 0.56%
43,804
-397
36
$1.33M 0.55%
14,213
-107
37
$1.25M 0.51%
9,773
-69
38
$1.17M 0.48%
85,334
-2,902
39
$1.13M 0.47%
14,265
+10,252
40
$1.07M 0.44%
+20,598
41
$994K 0.41%
41,765
-4,513
42
$984K 0.4%
3,607
-122
43
$833K 0.34%
+10,760
44
$829K 0.34%
14,389
+5,415
45
$809K 0.33%
2,790
46
$788K 0.32%
+15,922
47
$766K 0.32%
4,128
-16
48
$760K 0.31%
21,193
49
$757K 0.31%
10,747
+138
50
$730K 0.3%
7,820
-837
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2
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