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
$200M
AUM Growth
+$9.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$3.34M
2
+$2.59M
3
+$1.62M
4
XSMO icon
Invesco S&P SmallCap Momentum ETF
XSMO
+$953K
5
XMHQ icon
Invesco S&P MidCap Quality ETF
XMHQ
+$769K

Top Sells

1
+$4.11M
2
+$1.12M
3
+$705K
4
SPG icon
Simon Property Group
SPG
+$596K
5
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$569K

Sector Composition

1 Consumer Discretionary 9%
2 Technology 8.61%
3 Real Estate 4.43%
4 Communication Services 3.74%
5 Financials 1.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$506K 0.25%
14,726
+7,492
52
$503K 0.25%
1,796
+3
53
$496K 0.25%
1,570
-72
54
$491K 0.25%
5,290
55
$459K 0.23%
7,820
-181
56
$456K 0.23%
+5,085
57
$455K 0.23%
5,846
-481
58
$452K 0.23%
15,945
+3,785
59
$446K 0.22%
4,196
60
$441K 0.22%
10,537
+5,848
61
$419K 0.21%
7,070
+3,192
62
$409K 0.21%
16,224
+1,487
63
$385K 0.19%
715
-15
64
$364K 0.18%
6,821
-203
65
$355K 0.18%
8,545
+358
66
$342K 0.17%
2,970
-156
67
$335K 0.17%
1,322
+87
68
$306K 0.15%
289
-9
69
$289K 0.14%
1,204
+118
70
$289K 0.14%
1,880
-70
71
$282K 0.14%
3,618
+375
72
$273K 0.14%
1,628
-209
73
$272K 0.14%
296
-1
74
$264K 0.13%
10,322
+666
75
$260K 0.13%
2,686
+350
1 2
3
4