NIWA

New Insight Wealth Advisors Portfolio holdings

AUM $280M
1-Year Est. Return 16.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$243M
AUM Growth
+$22.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$1.7M
2
+$1.01M
3
+$898K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$808K
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$784K

Top Sells

1
+$725K
2
+$722K
3
+$676K
4
SPG icon
Simon Property Group
SPG
+$631K
5
PEY icon
Invesco High Yield Equity Dividend Achievers ETF
PEY
+$595K

Sector Composition

1 Technology 9.59%
2 Consumer Discretionary 9.26%
3 Communication Services 3.96%
4 Real Estate 3.28%
5 Healthcare 2.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$727K 0.3%
15,162
-15,040
52
$716K 0.29%
6,855
+4,924
53
$684K 0.28%
19,982
+5,903
54
$675K 0.28%
1,901
+21
55
$667K 0.27%
10,753
-177
56
$650K 0.27%
+12,737
57
$635K 0.26%
21,727
58
$608K 0.25%
12,140
-570
59
$602K 0.25%
21,497
+1,848
60
$598K 0.25%
6,985
-38
61
$597K 0.25%
3,368
+7
62
$581K 0.24%
2,825
+785
63
$579K 0.24%
+7,663
64
$579K 0.24%
1,904
+2
65
$573K 0.24%
17,370
-100
66
$527K 0.22%
28,934
-9,203
67
$517K 0.21%
5,339
-140
68
$506K 0.21%
11,686
-2,022
69
$469K 0.19%
4,062
-94
70
$459K 0.19%
41,135
-18,775
71
$414K 0.17%
7,105
-489
72
$400K 0.16%
704
-44
73
$394K 0.16%
9,678
-624
74
$388K 0.16%
+2,237
75
$385K 0.16%
1,563
-65
1 2
3
4 5