NIWA

New Insight Wealth Advisors Portfolio holdings

AUM $243M
1-Year Est. Return 15.72%
This Quarter Est. Return
1 Year Est. Return
+15.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$148M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$16.4M
2
+$10.7M
3
+$10.1M
4
TSLA icon
Tesla
TSLA
+$8.16M
5
SPG icon
Simon Property Group
SPG
+$7.55M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 10.13%
2 Technology 8.76%
3 Real Estate 8.04%
4 Communication Services 3.64%
5 Financials 2.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$424K 0.29%
+4,081
52
$412K 0.28%
+7,686
53
$410K 0.28%
+9,900
54
$406K 0.27%
+8,086
55
$371K 0.25%
+10,202
56
$366K 0.25%
+5,963
57
$355K 0.24%
+7,765
58
$334K 0.22%
+3,083
59
$333K 0.22%
+15,976
60
$328K 0.22%
+10,517
61
$307K 0.21%
+4,526
62
$304K 0.21%
+2,160
63
$302K 0.2%
+3,045
64
$294K 0.2%
+8,737
65
$279K 0.19%
+3,308
66
$270K 0.18%
+3,465
67
$254K 0.17%
+5,034
68
$244K 0.16%
+2,326
69
$244K 0.16%
+3,148
70
$237K 0.16%
+1,900
71
$221K 0.15%
+10,652
72
$221K 0.15%
+3,236
73
$215K 0.15%
+2,178
74
$215K 0.14%
+2,378
75
$212K 0.14%
+8,397
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3
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