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New Insight Wealth Advisors Portfolio holdings

AUM $339M
1-Year Est. Return 28.36%
This Fund
S&P 500
This Quarter Est. Return
+9.64%
1 Year Est. Return
+28.36%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$243M
AUM Growth
+$22.8M
Cap. Flow
+$4.35M
Cap. Flow %
1.79%
Top 10 Hldgs %
52.96%
Holding
109
New
15
Increased
28
Reduced
55
Closed
3

Top Buys

Rank Stock Value
1
KMID
Virtus KAR Mid-Cap ETF
KMID
+$1.7M
2
FDVV icon
Fidelity High Dividend ETF
FDVV
+$1.01M
3
FBND icon
Fidelity Total Bond ETF
FBND
+$898K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$808K
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$784K

Top Sells

Rank Stock Value
1
IVV icon
iShares Core S&P 500 ETF
IVV
+$725K
2
FCAL icon
First Trust California Municipal High income ETF
FCAL
+$722K
3
VIOO icon
Vanguard S&P Small-Cap 600 ETF
VIOO
+$676K
4
SPG icon
Simon Property Group
SPG
+$631K
5
PEY icon
Invesco High Yield Equity Dividend Achievers ETF
PEY
+$595K

Sector Composition

Rank Sector Weight
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
$1.94T
$2.23M 0.92%
9,852
+2,101
+27% +$389K
ACLS icon
27
Axcelis
ACLS
$3.44B
$2.22M 0.91%
31,847
– –
GS icon
28
Goldman Sachs
GS
$289B
$2.13M 0.88%
3,011
+646
+27% +$374K
AVGO icon
29
Broadcom
AVGO
$1.76T
$2.03M 0.83%
7,360
-1,199
-14% -$260K
VYM icon
30
Vanguard High Dividend Yield ETF
VYM
$80.8B
$2.02M 0.83%
15,168
-370
-2% -$46.9K
XSMO icon
31
Invesco S&P SmallCap Momentum ETF
XSMO
$2.94B
$1.89M 0.78%
27,812
-218
-0.8% -$13.9K
BABA icon
32
Alibaba
BABA
$276B
$1.76M 0.72%
15,516
+256
+2% +$30.3K
SPYM
33
State Street SPDR Portfolio S&P 500 ETF
SPYM
$157B
$1.74M 0.72%
23,970
+946
+4% +$63.6K
SMH icon
34
VanEck Semiconductor ETF
SMH
$60.8B
$1.51M 0.62%
5,401
-1,558
-22% -$361K
MINV icon
35
Matthews Asia Innovators Active ETF
MINV
$152M
$1.37M 0.56%
43,804
-397
-0.9% -$11.4K
USMV icon
36
iShares MSCI USA Min Vol Factor ETF
USMV
$23.6B
$1.33M 0.55%
14,213
-107
-0.7% -$9.85K
ROST icon
37
Ross Stores
ROST
$80.8B
$1.25M 0.51%
9,773
-69
-0.7% -$9.58K
RIVN icon
38
Rivian
RIVN
$23.6B
$1.17M 0.48%
85,334
-2,902
-3% -$39.4K
VCSH icon
39
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.7B
$1.13M 0.47%
14,265
+10,252
+255% +$808K
FDVV icon
40
Fidelity High Dividend ETF
FDVV
$10.1B
$1.07M 0.44%
+20,598
New +$1.01M
SPHY icon
41
State Street SPDR Portfolio High Yield Bond ETF
SPHY
$11.5B
$994K 0.41%
41,765
-4,513
-10% -$105K
CRM icon
42
Salesforce
CRM
$154B
$984K 0.4%
3,607
-122
-3% -$32.6K
MRVL icon
43
Marvell Technology
MRVL
$147B
$833K 0.34%
+10,760
New +$672K
O icon
44
Realty Income
O
$61.1B
$829K 0.34%
14,389
+5,415
+60% +$306K
JPM icon
45
JPMorgan Chase
JPM
$916B
$809K 0.33%
2,790
– –
BNDX icon
46
Vanguard Total International Bond ETF
BNDX
$82B
$788K 0.32%
+15,922
New +$784K
ABBV icon
47
AbbVie
ABBV
$465B
$766K 0.32%
4,128
-16
-0.4% -$2.97K
PINS icon
48
Pinterest
PINS
$13.7B
$760K 0.31%
21,193
– –
IYK icon
49
iShares US Consumer Staples ETF
IYK
$1.44B
$757K 0.31%
10,747
+138
+1% +$9.72K
UBER icon
50
Uber
UBER
$145B
$730K 0.3%
7,820
-837
-10% -$68.9K
1
2
3 4 5

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SCM
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JCIA
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MP
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CAC
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CWM
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BAM
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New Insight Wealth Advisors's Q2 2025 Portfolio in Review

As of Q2 2025, New Insight Wealth Advisors held 109 positions worth $243M, up 10% from $220M the previous quarter. Its ten largest holdings account for 53% of the portfolio.

New Insight Wealth Advisors's Q2 2025 filing shows 15 new, 28 increased, 55 reduced and 3 closed positions. Its largest new stake was Fidelity High Dividend ETF: 20,598 shares worth $1.07M. The largest sale was iShares Core S&P 500 ETF, an estimated $725K.

By sector, the portfolio is most concentrated in Technology at 9.6% of assets, up from 8.1% a quarter earlier, followed by Consumer Discretionary and Communication Services.

  • New Insight Wealth Advisors's largest Q2 2025 buy was Fidelity High Dividend ETF: 20,598 shares worth $1.07M.
  • New Insight Wealth Advisors added most to Virtus KAR Mid-Cap ETF in Q2 2025, an estimated $1.7M increase.
  • New Insight Wealth Advisors's biggest Q2 2025 reduction was iShares Core S&P 500 ETF, cutting an estimated $725K.
  • New Insight Wealth Advisors fully exited Vanguard Small-Cap Growth ETF in Q2 2025, selling an estimated $336K.
  • New Insight Wealth Advisors's ten largest holdings make up 53% of its $243M portfolio in Q2 2025.
  • New Insight Wealth Advisors opened 15 new positions and closed 3 in Q2 2025.
  • New Insight Wealth Advisors's portfolio value rose 10% quarter-over-quarter to $243M.

Based on New Insight Wealth Advisors's 13F filing for Q2 2025, filed 16 Jul 2025.