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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
+9.55%
1 Year Est. Return
+28.36%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$266M
AUM Growth
+$22.8M
Cap. Flow
+$1.75M
Cap. Flow %
0.66%
Top 10 Hldgs %
50.31%
Holding
110
New
4
Increased
32
Reduced
61
Closed
4

Top Buys

Rank Stock Value
1
FDVV icon
Fidelity High Dividend ETF
FDVV
+$4.47M
2
FRT icon
Federal Realty Investment Trust
FRT
+$1.41M
3
FBND icon
Fidelity Total Bond ETF
FBND
+$1.26M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.18M
5
JMUB icon
JPMorgan Municipal ETF
JMUB
+$1.15M

Top Sells

Rank Stock Value
1
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$5.08M
2
PEY icon
Invesco High Yield Equity Dividend Achievers ETF
PEY
+$1.88M
3
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$1.58M
4
VIOO icon
Vanguard S&P Small-Cap 600 ETF
VIOO
+$1.14M
5
SPG icon
Simon Property Group
SPG
+$1.09M

Sector Composition

Rank Sector Weight
1 Consumer Discretionary 10.16%
2 Technology 10.05%
3 Communication Services 4.27%
4 Real Estate 3.42%
5 Healthcare 2.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BABA icon
26
Alibaba
BABA
$293B
$2.77M 1.04%
15,516
– –
XMHQ icon
27
Invesco S&P MidCap Quality ETF
XMHQ
$5.47B
$2.71M 1.02%
25,792
+2,447
+10% +$252K
ACLS icon
28
Axcelis
ACLS
$4.01B
$2.64M 0.99%
27,013
-4,834
-15% -$389K
GS icon
29
Goldman Sachs
GS
$300B
$2.39M 0.9%
3,006
-5
-0.2% -$3.71K
AVGO icon
30
Broadcom
AVGO
$1.85T
$2.35M 0.88%
7,120
-240
-3% -$73.6K
XSMO icon
31
Invesco S&P SmallCap Momentum ETF
XSMO
$3B
$2.06M 0.77%
27,935
+123
+0.4% +$8.69K
WPC icon
32
W.P. Carey
WPC
$16.8B
$2.01M 0.76%
29,762
-8,533
-22% -$559K
VYM icon
33
Vanguard High Dividend Yield ETF
VYM
$80.9B
$1.95M 0.73%
13,812
-1,356
-9% -$186K
SMH icon
34
VanEck Semiconductor ETF
SMH
$65.2B
$1.67M 0.63%
5,107
-294
-5% -$87K
BNDX icon
35
Vanguard Total International Bond ETF
BNDX
$81.9B
$1.61M 0.61%
32,652
+16,730
+105% +$825K
MINV icon
36
Matthews Asia Innovators Active ETF
MINV
$157M
$1.59M 0.6%
42,697
-1,107
-3% -$37.4K
ROST icon
37
Ross Stores
ROST
$80.5B
$1.49M 0.56%
9,773
– –
FRT icon
38
Federal Realty Investment Trust
FRT
$10.7B
$1.48M 0.56%
+14,611
New +$1.41M
USMV icon
39
iShares MSCI USA Min Vol Factor ETF
USMV
$23.5B
$1.32M 0.5%
13,900
-313
-2% -$29.3K
MRVL icon
40
Marvell Technology
MRVL
$168B
$1.31M 0.49%
15,583
+4,823
+45% +$355K
O icon
41
Realty Income
O
$59.6B
$1.22M 0.46%
20,124
+5,735
+40% +$334K
RIVN icon
42
Rivian
RIVN
$22B
$1.18M 0.44%
80,454
-4,880
-6% -$65.4K
VCSH icon
43
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.7B
$1.18M 0.44%
14,720
+455
+3% +$36.2K
JMUB icon
44
JPMorgan Municipal ETF
JMUB
$8.3B
$1.17M 0.44%
+23,168
New +$1.15M
UNH icon
45
UnitedHealth
UNH
$376B
$1.15M 0.43%
3,339
+2,525
+310% +$764K
MUB icon
46
iShares National Muni Bond ETF
MUB
$45.1B
$1.12M 0.42%
10,529
+3,674
+54% +$384K
NOW icon
47
ServiceNow
NOW
$115B
$1.1M 0.41%
5,955
+3,130
+111% +$585K
PEY icon
48
Invesco High Yield Equity Dividend Achievers ETF
PEY
$1.13B
$1.09M 0.41%
51,686
-88,932
-63% -$1.88M
INTF icon
49
iShares International Equity Factor ETF
INTF
$3.62B
$1.08M 0.41%
30,026
+10,044
+50% +$352K
ABBV icon
50
AbbVie
ABBV
$443B
$947K 0.36%
4,091
-37
-0.9% -$7.54K
1
2
3 4 5

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New Insight Wealth Advisors's Q3 2025 Portfolio in Review

As of Q3 2025, New Insight Wealth Advisors held 110 positions worth $266M, up 9.4% from $243M the previous quarter. Its ten largest holdings account for 50% of the portfolio.

New Insight Wealth Advisors's Q3 2025 filing shows 4 new, 32 increased, 61 reduced and 4 closed positions. Its largest new stake was Federal Realty Investment Trust: 14,611 shares worth $1.48M. The largest sale was Schwab US Dividend Equity ETF, an estimated $5.08M.

By sector, the portfolio is most concentrated in Consumer Discretionary at 10% of assets, up from 9.3% a quarter earlier, followed by Technology and Communication Services.

  • New Insight Wealth Advisors's largest Q3 2025 buy was Federal Realty Investment Trust: 14,611 shares worth $1.48M.
  • New Insight Wealth Advisors added most to Fidelity High Dividend ETF in Q3 2025, an estimated $4.47M increase.
  • New Insight Wealth Advisors's biggest Q3 2025 reduction was Schwab US Dividend Equity ETF, cutting an estimated $5.08M.
  • New Insight Wealth Advisors fully exited Qualcomm in Q3 2025, selling an estimated $226K.
  • New Insight Wealth Advisors's ten largest holdings make up 50% of its $266M portfolio in Q3 2025.
  • New Insight Wealth Advisors opened 4 new positions and closed 4 in Q3 2025.
  • New Insight Wealth Advisors's portfolio value rose 9.4% quarter-over-quarter to $266M.

Based on New Insight Wealth Advisors's 13F filing for Q3 2025, filed 29 Oct 2025.