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
$243M
AUM Growth
+$22.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$1.78M
2
+$1.07M
3
+$908K
4
MRVL icon
Marvell Technology
MRVL
+$833K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$815K

Top Sells

1
+$784K
2
+$721K
3
+$717K
4
SPG icon
Simon Property Group
SPG
+$642K
5
PEY icon
Invesco High Yield Equity Dividend Achievers ETF
PEY
+$604K

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
TSM icon
26
TSMC
TSM
$1.48T
$2.23M 0.92%
9,852
+2,101
ACLS icon
27
Axcelis
ACLS
$2.53B
$2.22M 0.91%
31,847
GS icon
28
Goldman Sachs
GS
$237B
$2.13M 0.88%
3,011
+646
AVGO icon
29
Broadcom
AVGO
$1.62T
$2.03M 0.83%
7,360
-1,199
VYM icon
30
Vanguard High Dividend Yield ETF
VYM
$65.3B
$2.02M 0.83%
15,168
-370
XSMO icon
31
Invesco S&P SmallCap Momentum ETF
XSMO
$1.88B
$1.89M 0.78%
27,812
-218
BABA icon
32
Alibaba
BABA
$367B
$1.76M 0.72%
15,516
+256
SPYM
33
State Street SPDR Portfolio S&P 500 ETF
SPYM
$89.3B
$1.74M 0.72%
23,970
+946
SMH icon
34
VanEck Semiconductor ETF
SMH
$35.1B
$1.51M 0.62%
5,401
-1,558
MINV icon
35
Matthews Asia Innovators Active ETF
MINV
$75.3M
$1.37M 0.56%
43,804
-397
USMV icon
36
iShares MSCI USA Min Vol Factor ETF
USMV
$23.5B
$1.33M 0.55%
14,213
-107
ROST icon
37
Ross Stores
ROST
$52.2B
$1.25M 0.51%
9,773
-69
RIVN icon
38
Rivian
RIVN
$18.5B
$1.17M 0.48%
85,334
-2,902
VCSH icon
39
Vanguard Short-Term Corporate Bond ETF
VCSH
$39.2B
$1.13M 0.47%
14,265
+10,252
FDVV icon
40
Fidelity High Dividend ETF
FDVV
$6.99B
$1.07M 0.44%
+20,598
SPHY icon
41
State Street SPDR Portfolio High Yield Bond ETF
SPHY
$9.16B
$994K 0.41%
41,765
-4,513
CRM icon
42
Salesforce
CRM
$232B
$984K 0.4%
3,607
-122
MRVL icon
43
Marvell Technology
MRVL
$74.5B
$833K 0.34%
+10,760
O icon
44
Realty Income
O
$52.3B
$829K 0.34%
14,389
+5,415
JPM icon
45
JPMorgan Chase
JPM
$827B
$809K 0.33%
2,790
BNDX icon
46
Vanguard Total International Bond ETF
BNDX
$69.3B
$788K 0.32%
+15,922
ABBV icon
47
AbbVie
ABBV
$411B
$766K 0.32%
4,128
-16
PINS icon
48
Pinterest
PINS
$18B
$760K 0.31%
21,193
IYK icon
49
iShares US Consumer Staples ETF
IYK
$1.29B
$757K 0.31%
10,747
+138
UBER icon
50
Uber
UBER
$190B
$730K 0.3%
7,820
-837
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