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
$170M
AUM Growth
+$9.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$3.45M
2
+$1.24M
3
+$1.04M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$909K
5
SMH icon
VanEck Semiconductor ETF
SMH
+$749K

Top Sells

1
+$934K
2
+$863K
3
+$399K
4
C icon
Citigroup
C
+$357K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$339K

Sector Composition

1 Technology 9.3%
2 Consumer Discretionary 9.13%
3 Real Estate 6.09%
4 Communication Services 4.25%
5 Financials 1.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$433K 0.26%
6,768
+2,512
52
$431K 0.25%
1,642
-10
53
$429K 0.25%
7,961
+50
54
$404K 0.24%
7,655
+854
55
$391K 0.23%
+15,260
56
$389K 0.23%
8,320
-115
57
$343K 0.2%
1,371
+456
58
$342K 0.2%
3,211
+77
59
$323K 0.19%
8,067
-1,653
60
$317K 0.19%
634
+11
61
$316K 0.19%
2,876
+700
62
$288K 0.17%
9,132
-825
63
$288K 0.17%
9,455
+950
64
$271K 0.16%
9,696
-6,482
65
$265K 0.16%
7,139
-1,011
66
$260K 0.15%
1,134
+214
67
$258K 0.15%
3,343
-1,430
68
$244K 0.14%
3,695
+230
69
$242K 0.14%
307
+11
70
$241K 0.14%
283
+6
71
$241K 0.14%
1,892
-2
72
$240K 0.14%
+627
73
$238K 0.14%
3,392
-579
74
$238K 0.14%
2,398
+31
75
$236K 0.14%
+1,185
1 2
3
4