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
$190M
AUM Growth
+$20.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$2.47M
2
+$2.33M
3
+$1.92M
4
FBND icon
Fidelity Total Bond ETF
FBND
+$1.47M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.02M

Top Sells

1
+$1.35M
2
+$1.2M
3
+$919K
4
FDD icon
First Trust STOXX European Select Dividend Income Fund
FDD
+$792K
5
IXJ icon
iShares Global Healthcare ETF
IXJ
+$686K

Sector Composition

1 Consumer Discretionary 8.74%
2 Technology 8.54%
3 Real Estate 5.27%
4 Communication Services 3.7%
5 Financials 1.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$459K 0.24%
2,746
+325
52
$451K 0.24%
1,642
53
$449K 0.24%
6,327
-658
54
$445K 0.23%
7,024
-631
55
$419K 0.22%
8,195
-125
56
$411K 0.22%
8,043
-665
57
$399K 0.21%
14,737
-523
58
$386K 0.2%
12,160
+2,705
59
$385K 0.2%
730
+96
60
$366K 0.19%
3,126
-85
61
$360K 0.19%
7,872
-195
62
$336K 0.18%
4,196
+501
63
$334K 0.18%
+10,617
64
$332K 0.17%
1,950
+765
65
$329K 0.17%
2,831
-45
66
$308K 0.16%
24,713
-63,549
67
$301K 0.16%
1,235
+101
68
$285K 0.15%
+4,302
69
$278K 0.15%
8,356
-776
70
$270K 0.14%
4,565
-4,364
71
$267K 0.14%
298
-9
72
$264K 0.14%
297
+14
73
$262K 0.14%
1,837
-120
74
$260K 0.14%
3,392
75
$258K 0.14%
+1,086
1 2
3
4