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NIWA

New Insight Wealth Advisors Portfolio holdings

AUM $279M
1-Year Est. Return 19.05%
This Fund
S&P 500
This Quarter Est. Return
-2.78%
1 Year Est. Return
+19.05%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$279M
AUM Growth
-$1.06M
Cap. Flow
+$8.92M
Cap. Flow %
3.2%
Top 10 Hldgs %
47.3%
Holding
113
New
2
Increased
39
Reduced
51
Closed
6

Top Buys

Rank Stock Value
1
INTF icon
iShares International Equity Factor ETF
INTF
+$2.46M
2
JSCP icon
JPMorgan Short Duration Core Plus ETF
JSCP
+$2.44M
3
JMUB icon
JPMorgan Municipal ETF
JMUB
+$2.01M
4
FDEM icon
Fidelity Emerging Markets Multifactor ETF
FDEM
+$1.13M
5
RIVN icon
Rivian
RIVN
+$1.13M

Top Sells

Rank Stock Value
1
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.2M
2
VIOO icon
Vanguard S&P Small-Cap 600 ETF
VIOO
+$1.15M
3
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$814K
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$771K
5
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$651K

Sector Composition

Rank Sector Weight
1 Consumer Discretionary 9.04%
2 Technology 8.85%
3 Communication Services 4.42%
4 Real Estate 3.96%
5 Healthcare 2.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CRM icon
76
Salesforce
CRM
$140B
$405K 0.15%
2,169
-545
-20% -$113K
MRNA icon
77
Moderna
MRNA
$24.5B
$395K 0.14%
7,777
-75
-1% -$3.5K
FBCG icon
78
Fidelity Blue Chip Growth ETF
FBCG
$6.77B
$394K 0.14%
7,853
+61
+0.8% +$3.25K
CSCO icon
79
Cisco
CSCO
$441B
$390K 0.14%
5,030
+1
+0% +$78
RWJ icon
80
Invesco S&P SmallCap 600 Revenue ETF
RWJ
$2.05B
$382K 0.14%
7,567
-2,048
-21% -$106K
SHOP icon
81
Shopify
SHOP
$160B
$379K 0.14%
3,199
-377
-11% -$49.5K
PINS icon
82
Pinterest
PINS
$13B
$376K 0.13%
20,475
– –
ILCG icon
83
iShares Morningstar Growth ETF
ILCG
$3.12B
$373K 0.13%
3,902
-526
-12% -$53.4K
ISCB icon
84
iShares Morningstar Small-Cap ETF
ISCB
$283M
$361K 0.13%
5,543
-240
-4% -$16.2K
NUSC icon
85
Nuveen ESG Small-Cap ETF
NUSC
$1.28B
$345K 0.12%
7,656
-728
-9% -$34K
LLY icon
86
Eli Lilly
LLY
$1.05T
$344K 0.12%
374
-10
-3% -$10.1K
DES icon
87
WisdomTree US SmallCap Dividend Fund
DES
$2.2B
$315K 0.11%
8,758
-140
-2% -$5.05K
APP icon
88
Applovin
APP
$143B
$305K 0.11%
766
+246
+47% +$119K
RWK icon
89
Invesco S&P MidCap 400 Revenue ETF
RWK
$1.3B
$301K 0.11%
2,348
-74
-3% -$9.77K
IJR icon
90
iShares Core S&P Small-Cap ETF
IJR
$110B
$289K 0.1%
2,327
-435
-16% -$55.3K
IMCV icon
91
iShares Morningstar Mid-Cap Value ETF
IMCV
$1.12B
$288K 0.1%
3,392
– –
COST icon
92
Costco
COST
$417B
$285K 0.1%
286
-33
-10% -$32.2K
BND icon
93
Vanguard Total Bond Market
BND
$159B
$283K 0.1%
3,841
– –
AMAT icon
94
Applied Materials
AMAT
$421B
$280K 0.1%
820
– –
VUG icon
95
Vanguard Growth ETF
VUG
$221B
$280K 0.1%
3,846
+132
+4% +$10.3K
FLOT icon
96
iShares Floating Rate Bond ETF
FLOT
$10B
$275K 0.1%
5,405
-3,021
-36% -$154K
PLTR icon
97
Palantir
PLTR
$317B
$261K 0.09%
1,785
-175
-9% -$26.8K
MOAT icon
98
VanEck Morningstar Wide Moat ETF
MOAT
$11.8B
$255K 0.09%
2,635
-675
-20% -$70K
QQQ icon
99
Invesco QQQ Trust
QQQ
$466B
$240K 0.09%
415
+19
+5% +$11.5K
IJK icon
100
iShares S&P Mid-Cap 400 Growth ETF
IJK
$10.8B
$237K 0.09%
2,355
-25
-1% -$2.57K
1 2 3
4
5

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LJCM
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CG
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MPAM
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CB
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CC
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CRI
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New Insight Wealth Advisors's Q1 2026 Portfolio in Review

As of Q1 2026, New Insight Wealth Advisors held 113 positions worth $279M, down 0.38% from $280M the previous quarter. Its ten largest holdings account for 47% of the portfolio.

New Insight Wealth Advisors deployed $8.92M of net new capital in Q1 2026, opening 2 new positions and adding to 39 existing holdings. Its largest new stake was Healthpeak Properties: 30,769 shares worth $506K.

By sector, the portfolio is most concentrated in Consumer Discretionary at 9% of assets, down from 9.6% a quarter earlier, followed by Technology and Communication Services.

On the sell side, the largest reduction was Schwab US Dividend Equity ETF, an estimated $1.2M trimmed.

  • New Insight Wealth Advisors's largest Q1 2026 buy was Healthpeak Properties: 30,769 shares worth $506K.
  • New Insight Wealth Advisors added most to iShares International Equity Factor ETF in Q1 2026, an estimated $2.46M increase.
  • New Insight Wealth Advisors's biggest Q1 2026 reduction was Schwab US Dividend Equity ETF, cutting an estimated $1.2M.
  • New Insight Wealth Advisors fully exited Vanguard 0-3 Month Treasury Bill ETF in Q1 2026, selling an estimated $404K.
  • New Insight Wealth Advisors's ten largest holdings make up 47% of its $279M portfolio in Q1 2026.
  • New Insight Wealth Advisors opened 2 new positions and closed 6 in Q1 2026.
  • New Insight Wealth Advisors's portfolio value fell 0.38% quarter-over-quarter to $279M.

Based on New Insight Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.