NIWA

New Insight Wealth Advisors Portfolio holdings

AUM $266M
1-Year Est. Return 18.51%
This Quarter Est. Return
1 Year Est. Return
+18.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$220M
AUM Growth
+$20.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$4.28M
2
+$3.45M
3
+$3.27M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$2.18M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$2.16M

Top Sells

1
+$1.64M
2
+$648K
3
+$261K
4
IXJ icon
iShares Global Healthcare ETF
IXJ
+$241K
5
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$235K

Sector Composition

1 Consumer Discretionary 9.51%
2 Technology 8.1%
3 Real Estate 3.91%
4 Communication Services 3.45%
5 Healthcare 2.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$631K 0.29%
8,657
-903
52
$629K 0.29%
12,710
+925
53
$558K 0.25%
13,708
-1,425
54
$552K 0.25%
7,023
+1,177
55
$544K 0.25%
21,727
+852
56
$525K 0.24%
3,361
+539
57
$523K 0.24%
17,470
+1,525
58
$523K 0.24%
+1,902
59
$521K 0.24%
8,974
+2,153
60
$502K 0.23%
19,649
+3,425
61
$502K 0.23%
15,701
+975
62
$473K 0.21%
2,131
+927
63
$466K 0.21%
5,290
64
$444K 0.2%
22,056
+11,476
65
$444K 0.2%
5,479
+394
66
$434K 0.2%
14,079
+6,870
67
$411K 0.19%
7,594
-226
68
$397K 0.18%
4,156
-40
69
$395K 0.18%
10,302
-235
70
$385K 0.17%
6,233
-837
71
$384K 0.17%
748
+33
72
$359K 0.16%
4,891
+1,400
73
$336K 0.15%
1,336
-460
74
$325K 0.15%
408
+119
75
$319K 0.15%
338
+42
1 2
3
4