NIWA
New Insight Wealth Advisors Portfolio holdings
AUM
$243M
This Quarter Return
+9.64%
1 Year Return
+15.72%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$243M
AUM Growth
+$243M
(+10%)
Cap. Flow
+$4.68M
Cap. Flow
% of AUM
1.93%
Top 10 Holdings %
Top 10 Hldgs %
52.96%
Holding
109
New
15
Increased
28
Reduced
55
Closed
3
Top Buys
| 1 |
KMID
Virtus KAR Mid-Cap ETF
KMID
|
$1.78M |
| 2 |
Fidelity High Dividend ETF
FDVV
|
$1.07M |
| 3 |
Fidelity Total Bond ETF
FBND
|
$908K |
| 4 |
Marvell Technology
MRVL
|
$833K |
| 5 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$815K |
Top Sells
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% |
