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NIWA

New Insight Wealth Advisors Portfolio holdings

AUM $339M
1-Year Est. Return 28.36%
This Fund
S&P 500
This Quarter Est. Return
+18.22%
1 Year Est. Return
+28.36%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$339M
AUM Growth
+$60.3M
Cap. Flow
+$18.9M
Cap. Flow %
5.58%
Top 10 Hldgs %
44.75%
Holding
122
New
15
Increased
42
Reduced
57
Closed
2

Top Buys

Rank Stock Value
1
BINC icon
BlackRock Flexible Income ETF
BINC
+$3.14M
2
DOC icon
Healthpeak Properties
DOC
+$2.71M
3
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$2.13M
4
JMUB icon
JPMorgan Municipal ETF
JMUB
+$1.78M
5
INTF icon
iShares International Equity Factor ETF
INTF
+$1.41M

Top Sells

Rank Stock Value
1
KMID
Virtus KAR Mid-Cap ETF
KMID
+$1.61M
2
VIOO icon
Vanguard S&P Small-Cap 600 ETF
VIOO
+$893K
3
IVV icon
iShares Core S&P 500 ETF
IVV
+$837K
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$772K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$679K

Sector Composition

Rank Sector Weight
1 Miscellaneous 68.72%
2 Technology 10.21%
3 Consumer Discretionary 8.44%
4 Real Estate 4.48%
5 Communication Services 4.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WPC icon
51
W.P. Carey
WPC
$16B
$1.29M 0.38%
18,054
-3,813
-17% -$279K
MUB icon
52
iShares National Muni Bond ETF
MUB
$44.9B
$1.26M 0.37%
11,731
-2,416
-17% -$258K
BNDX icon
53
Vanguard Total International Bond ETF
BNDX
$82.2B
$1.24M 0.36%
25,530
-13,074
-34% -$629K
VCSH icon
54
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.8B
$1.2M 0.35%
15,140
+710
+5% +$56.1K
NAC icon
55
Nuveen California Quality Municipal Income Fund
NAC
$1.79B
$1.14M 0.34%
94,160
-5,575
-6% -$66.3K
PEY icon
56
Invesco High Yield Equity Dividend Achievers ETF
PEY
$1.16B
$1.08M 0.32%
46,622
+13,321
+40% +$297K
SHY icon
57
iShares 1-3 Year Treasury Bond ETF
SHY
$25.7B
$1.05M 0.31%
12,786
-5,613
-31% -$462K
FCAL icon
58
First Trust California Municipal High income ETF
FCAL
$218M
$988K 0.29%
19,897
-1,275
-6% -$63K
FLOT icon
59
iShares Floating Rate Bond ETF
FLOT
$10.6B
$922K 0.27%
18,070
+12,665
+234% +$645K
IJH icon
60
iShares Core S&P Mid-Cap ETF
IJH
$125B
$827K 0.24%
10,727
+343
+3% +$25.2K
JPST icon
61
JPMorgan Ultra-Short Income ETF
JPST
$41B
$814K 0.24%
16,102
-120
-0.7% -$6.06K
JPM icon
62
JPMorgan Chase
JPM
$962B
$798K 0.24%
2,437
-66
-3% -$20.5K
IDHQ icon
63
Invesco S&P International Developed Quality ETF
IDHQ
$1.03B
$748K 0.22%
17,107
-250
-1% -$10K
LULU icon
64
lululemon athletica
LULU
$13.8B
$748K 0.22%
6,548
+1,345
+26% +$180K
SPHY icon
65
State Street SPDR Portfolio High Yield Bond ETF
SPHY
$11.9B
$699K 0.21%
29,820
-4,965
-14% -$116K
DON icon
66
WisdomTree US MidCap Dividend Fund
DON
$4.06B
$683K 0.2%
12,088
+185
+2% +$10.2K
V icon
67
Visa
V
$707B
$623K 0.18%
1,817
-89
-5% -$28.6K
ABBV icon
68
AbbVie
ABBV
$460B
$606K 0.18%
2,407
-994
-29% -$214K
AMAT icon
69
Applied Materials
AMAT
$346B
$591K 0.17%
817
-3
-0.4% -$1.38K
VTEC icon
70
Vanguard California Tax-Exempt Bond ETF
VTEC
$3.04B
$577K 0.17%
+5,737
New +$573K
VTI icon
71
Vanguard Morningstar Total Stock Market ETF
VTI
$690B
$573K 0.17%
1,548
-364
-19% -$130K
CSCO icon
72
Cisco
CSCO
$428B
$567K 0.17%
4,830
-200
-4% -$20.9K
IYW icon
73
iShares US Technology ETF
IYW
$25.4B
$564K 0.17%
2,237
– –
VOO icon
74
Vanguard S&P 500 ETF
VOO
$1.03T
$543K 0.16%
791
-1
-0.1% -$667
MRNA icon
75
Moderna
MRNA
$59.4B
$530K 0.16%
7,566
-211
-3% -$10.9K
1 2
3
4 5

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BAM
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JWM
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RSA
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1CM
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HOWA
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ECAM
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ODFS
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New Insight Wealth Advisors's Q2 2026 Portfolio in Review

As of Q2 2026, New Insight Wealth Advisors held 122 positions worth $339M, up 22% from $279M the previous quarter. Its ten largest holdings account for 45% of the portfolio.

New Insight Wealth Advisors deployed $18.9M of net new capital in Q2 2026, opening 15 new positions and adding to 42 existing holdings. Its largest new stake was BlackRock Flexible Income ETF: 60,052 shares worth $3.14M.

By sector, the portfolio is most concentrated in Miscellaneous at 69% of assets, down from 70% a quarter earlier, followed by Technology and Consumer Discretionary.

On the sell side, the largest reduction was Virtus KAR Mid-Cap ETF, an estimated $1.61M trimmed.

  • New Insight Wealth Advisors's largest Q2 2026 buy was BlackRock Flexible Income ETF: 60,052 shares worth $3.14M.
  • New Insight Wealth Advisors added most to Healthpeak Properties in Q2 2026, an estimated $2.71M increase.
  • New Insight Wealth Advisors's biggest Q2 2026 reduction was Virtus KAR Mid-Cap ETF, cutting an estimated $1.61M.
  • New Insight Wealth Advisors fully exited Palantir in Q2 2026, selling an estimated $261K.
  • New Insight Wealth Advisors's ten largest holdings make up 45% of its $339M portfolio in Q2 2026.
  • New Insight Wealth Advisors opened 15 new positions and closed 2 in Q2 2026.
  • New Insight Wealth Advisors's portfolio value rose 22% quarter-over-quarter to $339M.

Based on New Insight Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.