NIWA
New Insight Wealth Advisors Portfolio holdings
AUM
$243M
This Quarter Return
-4.95%
1 Year Return
+15.72%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$220M
AUM Growth
+$220M
(+10%)
Cap. Flow
+$31.9M
Cap. Flow
% of AUM
14.49%
Top 10 Holdings %
Top 10 Hldgs %
54.92%
Holding
96
New
6
Increased
59
Reduced
22
Closed
2
Top Buys
| 1 |
Global E Online
GLBE
|
$4.28M |
| 2 |
Pfizer
PFE
|
$3.45M |
| 3 |
Fidelity Total Bond ETF
FBND
|
$3.27M |
| 4 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$2.18M |
| 5 |
Schwab US Dividend Equity ETF
SCHD
|
$2.16M |
Top Sells
| 1 |
Vanguard International Dividend Appreciation ETF
VIGI
|
$1.64M |
| 2 |
W.P. Carey
WPC
|
$648K |
| 3 |
Columbia Diversified Fixed Income Allocation ETF
DIAL
|
$261K |
| 4 |
iShares Global Healthcare ETF
IXJ
|
$241K |
| 5 |
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% |
