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
$160M
AUM Growth
+$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$1.61M
2
+$1.61M
3
+$1.21M
4
IXN icon
iShares Global Tech ETF
IXN
+$836K
5
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$654K

Top Sells

1
+$487K
2
+$425K
3
+$369K
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$369K
5
PYPL icon
PayPal
PYPL
+$366K

Sector Composition

1 Technology 9.06%
2 Consumer Discretionary 8.44%
3 Real Estate 7.27%
4 Communication Services 3.76%
5 Healthcare 1.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$369K 0.23%
4,773
+1,625
52
$368K 0.23%
6,801
-1,090
53
$361K 0.23%
17,476
+1,500
54
$357K 0.22%
5,638
-4,790
55
$346K 0.22%
3,134
+51
56
$340K 0.21%
14,672
+4,020
57
$335K 0.21%
2,199
+39
58
$321K 0.2%
9,957
-560
59
$305K 0.19%
8,150
-2,052
60
$299K 0.19%
+623
61
$290K 0.18%
3,642
-2,024
62
$290K 0.18%
2,367
-11
63
$288K 0.18%
3,971
-555
64
$281K 0.18%
3,192
-116
65
$267K 0.17%
3,465
66
$263K 0.16%
5,955
-2,131
67
$262K 0.16%
1,906
-272
68
$262K 0.16%
+4,256
69
$261K 0.16%
+8,505
70
$251K 0.16%
7,674
+1,325
71
$250K 0.16%
2,176
-150
72
$249K 0.16%
1,894
-6
73
$245K 0.15%
8,739
-7,876
74
$239K 0.15%
+915
75
$231K 0.14%
6,104
-2,633
1 2
3
4