NIWA
New Insight Wealth Advisors Portfolio holdings
AUM
$243M
This Quarter Return
+5.59%
1 Year Return
+15.72%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$160M
AUM Growth
+$160M
(+7.9%)
Cap. Flow
+$7.02M
Cap. Flow
% of AUM
4.38%
Top 10 Holdings %
Top 10 Hldgs %
54.77%
Holding
85
New
7
Increased
31
Reduced
41
Closed
1
Top Buys
| 1 |
Vanguard Mid-Cap ETF
VO
|
$1.61M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$1.61M |
| 3 |
Vanguard S&P Small-Cap 600 ETF
VIOO
|
$1.21M |
| 4 |
iShares Global Tech ETF
IXN
|
$836K |
| 5 |
Vanguard International Dividend Appreciation ETF
VIGI
|
$654K |
Top Sells
| 1 |
Vanguard High Dividend Yield ETF
VYM
|
$487K |
| 2 |
Simon Property Group
SPG
|
$425K |
| 3 |
Pfizer
PFE
|
$369K |
| 4 |
iShares Floating Rate Bond ETF
FLOT
|
$369K |
| 5 |
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% |
