We are live on ! Find out more
NIWA

New Insight Wealth Advisors Portfolio holdings

AUM $279M
1-Year Est. Return 19.05%
This Fund
S&P 500
This Quarter Est. Return
-2.78%
1 Year Est. Return
+19.05%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$279M
AUM Growth
-$1.06M
Cap. Flow
+$8.92M
Cap. Flow %
3.2%
Top 10 Hldgs %
47.3%
Holding
113
New
2
Increased
39
Reduced
51
Closed
6

Top Buys

Rank Stock Value
1
INTF icon
iShares International Equity Factor ETF
INTF
+$2.46M
2
JSCP icon
JPMorgan Short Duration Core Plus ETF
JSCP
+$2.44M
3
JMUB icon
JPMorgan Municipal ETF
JMUB
+$2.01M
4
FDEM icon
Fidelity Emerging Markets Multifactor ETF
FDEM
+$1.13M
5
RIVN icon
Rivian
RIVN
+$1.13M

Top Sells

Rank Stock Value
1
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.2M
2
VIOO icon
Vanguard S&P Small-Cap 600 ETF
VIOO
+$1.15M
3
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$814K
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$771K
5
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$651K

Sector Composition

Rank Sector Weight
1 Consumer Discretionary 9.04%
2 Technology 8.85%
3 Communication Services 4.42%
4 Real Estate 3.96%
5 Healthcare 2.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NAC icon
51
Nuveen California Quality Municipal Income Fund
NAC
$1.87B
$1.16M 0.42%
99,735
+29,950
+43% +$355K
VCSH icon
52
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.8B
$1.14M 0.41%
14,430
-885
-6% -$70.5K
JEPI icon
53
JPMorgan Equity Premium Income ETF
JEPI
$45B
$1.11M 0.4%
19,661
+7,409
+60% +$431K
FCAL icon
54
First Trust California Municipal High income ETF
FCAL
$222M
$1.04M 0.37%
21,172
+3,010
+17% +$149K
JPST icon
55
JPMorgan Ultra-Short Income ETF
JPST
$39.8B
$821K 0.29%
16,222
+179
+1% +$9.06K
SPHY icon
56
State Street SPDR Portfolio High Yield Bond ETF
SPHY
$11.4B
$811K 0.29%
34,785
-1,110
-3% -$26.2K
LULU icon
57
lululemon athletica
LULU
$13.2B
$797K 0.29%
5,203
+3,246
+166% +$582K
ABBV icon
58
AbbVie
ABBV
$450B
$740K 0.27%
3,401
-489
-13% -$108K
JPM icon
59
JPMorgan Chase
JPM
$907B
$736K 0.26%
2,503
-112
-4% -$34K
PEY icon
60
Invesco High Yield Equity Dividend Achievers ETF
PEY
$1.15B
$713K 0.26%
33,301
-14,886
-31% -$319K
IJH icon
61
iShares Core S&P Mid-Cap ETF
IJH
$122B
$701K 0.25%
10,384
-147
-1% -$10.2K
IYK icon
62
iShares US Consumer Staples ETF
IYK
$1.39B
$640K 0.23%
9,145
-895
-9% -$64.3K
DON icon
63
WisdomTree US MidCap Dividend Fund
DON
$4.02B
$625K 0.22%
11,903
+414
+4% +$22.3K
SCHG icon
64
Schwab US Large-Cap Growth ETF
SCHG
$59.7B
$615K 0.22%
21,118
– –
IDHQ icon
65
Invesco S&P International Developed Quality ETF
IDHQ
$906M
$614K 0.22%
17,357
– –
VTI icon
66
Vanguard Total Stock Market ETF
VTI
$658B
$613K 0.22%
1,912
– –
V icon
67
Visa
V
$682B
$576K 0.21%
1,906
-50
-3% -$16.1K
VTEB icon
68
Vanguard Tax-Exempt Bond Index Fund
VTEB
$45.6B
$506K 0.18%
10,143
+143
+1% +$7.22K
DOC icon
69
Healthpeak Properties
DOC
$15.5B
$506K 0.18%
+30,769
New +$527K
IYG icon
70
iShares US Financial Services ETF
IYG
$2.06B
$483K 0.17%
5,834
-39
-0.7% -$3.42K
VOO icon
71
Vanguard S&P 500 ETF
VOO
$974B
$474K 0.17%
792
-31
-4% -$19.4K
NOW icon
72
ServiceNow
NOW
$106B
$470K 0.17%
4,500
-1,495
-25% -$176K
VB icon
73
Vanguard Small-Cap ETF
VB
$79.7B
$414K 0.15%
1,579
-65
-4% -$17.6K
IYW icon
74
iShares US Technology ETF
IYW
$24B
$406K 0.15%
2,237
– –
UBER icon
75
Uber
UBER
$147B
$406K 0.15%
5,642
-1,277
-18% -$98.3K
1 2
3
4 5

Similar funds

DK
David Kennon Sarasota, Florida $279M AUM 13.75% 1-Year Est. Return
SL
SOF Ltd George Town, Cayman Islands $279M AUM 6.12% 1-Year Est. Return
LJCM
Lee Johnson Capital Management Fort Worth, Texas $279M AUM 40.65% 1-Year Est. Return
CG
Clarus Group Houston, Texas $279M AUM 16.51% 1-Year Est. Return
MPAM
Murphy Pohlad Asset Management Eden Prairie, Minnesota $279M AUM 30.27% 1-Year Est. Return
CB
Centennial Bank Conway, Arkansas $279M AUM 20.11% 1-Year Est. Return
CC
Checkpoint Capital San Francisco, California $279M AUM 45.74% 1-Year Est. Return
CRI
Colonial River Investments Midlothian, Virginia $279M AUM 35.62% 1-Year Est. Return

New Insight Wealth Advisors's Q1 2026 Portfolio in Review

As of Q1 2026, New Insight Wealth Advisors held 113 positions worth $279M, down 0.38% from $280M the previous quarter. Its ten largest holdings account for 47% of the portfolio.

New Insight Wealth Advisors deployed $8.92M of net new capital in Q1 2026, opening 2 new positions and adding to 39 existing holdings. Its largest new stake was Healthpeak Properties: 30,769 shares worth $506K.

By sector, the portfolio is most concentrated in Consumer Discretionary at 9% of assets, down from 9.6% a quarter earlier, followed by Technology and Communication Services.

On the sell side, the largest reduction was Schwab US Dividend Equity ETF, an estimated $1.2M trimmed.

  • New Insight Wealth Advisors's largest Q1 2026 buy was Healthpeak Properties: 30,769 shares worth $506K.
  • New Insight Wealth Advisors added most to iShares International Equity Factor ETF in Q1 2026, an estimated $2.46M increase.
  • New Insight Wealth Advisors's biggest Q1 2026 reduction was Schwab US Dividend Equity ETF, cutting an estimated $1.2M.
  • New Insight Wealth Advisors fully exited Vanguard 0-3 Month Treasury Bill ETF in Q1 2026, selling an estimated $404K.
  • New Insight Wealth Advisors's ten largest holdings make up 47% of its $279M portfolio in Q1 2026.
  • New Insight Wealth Advisors opened 2 new positions and closed 6 in Q1 2026.
  • New Insight Wealth Advisors's portfolio value fell 0.38% quarter-over-quarter to $279M.

Based on New Insight Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.