We are live on ! Find out more
NIWA

New Insight Wealth Advisors Portfolio holdings

AUM $339M
1-Year Est. Return 28.36%
This Fund
S&P 500
This Quarter Est. Return
+18.22%
1 Year Est. Return
+28.36%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$339M
AUM Growth
+$60.3M
Cap. Flow
+$18.9M
Cap. Flow %
5.58%
Top 10 Hldgs %
44.75%
Holding
122
New
15
Increased
42
Reduced
57
Closed
2

Top Buys

Rank Stock Value
1
BINC icon
BlackRock Flexible Income ETF
BINC
+$3.14M
2
DOC icon
Healthpeak Properties
DOC
+$2.71M
3
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$2.13M
4
JMUB icon
JPMorgan Municipal ETF
JMUB
+$1.78M
5
INTF icon
iShares International Equity Factor ETF
INTF
+$1.41M

Top Sells

Rank Stock Value
1
KMID
Virtus KAR Mid-Cap ETF
KMID
+$1.61M
2
VIOO icon
Vanguard S&P Small-Cap 600 ETF
VIOO
+$893K
3
IVV icon
iShares Core S&P 500 ETF
IVV
+$837K
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$772K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$679K

Sector Composition

Rank Sector Weight
1 Miscellaneous 68.72%
2 Technology 10.21%
3 Consumer Discretionary 8.44%
4 Real Estate 4.48%
5 Communication Services 4.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IYK icon
76
iShares US Consumer Staples ETF
IYK
$1.42B
$528K 0.16%
7,270
-1,875
-21% -$134K
QQQ icon
77
Invesco QQQ Trust
QQQ
$488B
$525K 0.15%
713
+298
+72% +$205K
VB icon
78
Vanguard Morningstar Small-Cap ETF
VB
$81B
$504K 0.15%
1,662
+83
+5% +$23.8K
IYG icon
79
iShares US Financial Services ETF
IYG
$2.25B
$488K 0.14%
5,395
-439
-8% -$38.5K
FBCG
80
Fidelity Blue Chip Growth ETF
FBCG
$7.35B
$475K 0.14%
7,649
-204
-3% -$12.1K
VTEB icon
81
Vanguard Tax-Exempt Bond Index Fund
VTEB
$45.1B
$457K 0.13%
9,028
-1,115
-11% -$56K
LLY icon
82
Eli Lilly
LLY
$1.03T
$443K 0.13%
369
-5
-1% -$5.11K
SCHG icon
83
Schwab US Large-Cap Growth ETF
SCHG
$63.3B
$436K 0.13%
12,889
-8,229
-39% -$273K
RWJ icon
84
Invesco S&P SmallCap 600 Revenue ETF
RWJ
$2.07B
$430K 0.13%
7,230
-337
-4% -$18.7K
SOXX icon
85
iShares Semiconductor ETF
SOXX
$41.3B
$429K 0.13%
+670
New +$340K
AMD icon
86
Advanced Micro Devices
AMD
$745B
$417K 0.12%
+717
New +$294K
NUSC icon
87
Nuveen ESG Small-Cap ETF
NUSC
$1.3B
$398K 0.12%
7,636
-20
-0.3% -$984
DES icon
88
WisdomTree US SmallCap Dividend Fund
DES
$2.19B
$393K 0.12%
9,654
+896
+10% +$34.5K
PINS icon
89
Pinterest
PINS
$11.8B
$372K 0.11%
17,693
-2,782
-14% -$55.9K
ISCB icon
90
iShares Morningstar Small-Cap ETF
ISCB
$287M
$368K 0.11%
4,880
-663
-12% -$47.1K
SPCX
91
SpaceX
SPCX
$1.97T
$368K 0.11%
+2,152
New +$366K
SHOP icon
92
Shopify
SHOP
$188B
$362K 0.11%
3,169
-30
-0.9% -$3.42K
CRWD icon
93
CrowdStrike
CRWD
$220B
$361K 0.11%
+1,892
New +$269K
IJR icon
94
iShares Core S&P Small-Cap ETF
IJR
$109B
$360K 0.11%
2,427
+100
+4% +$13.7K
APP icon
95
Applovin
APP
$105B
$349K 0.1%
677
-89
-12% -$43K
VUG icon
96
Vanguard Morningstar Growth ETF
VUG
$229B
$334K 0.1%
3,877
+31
+0.8% +$2.61K
RWK icon
97
Invesco S&P MidCap 400 Revenue ETF
RWK
$1.34B
$330K 0.1%
2,255
-93
-4% -$13K
IMCV icon
98
iShares Morningstar Mid-Cap Value ETF
IMCV
$1.19B
$310K 0.09%
3,392
– –
CRM icon
99
Salesforce
CRM
$218B
$305K 0.09%
1,947
-222
-10% -$39K
NOW icon
100
ServiceNow
NOW
$151B
$299K 0.09%
3,015
-1,485
-33% -$147K
1 2 3
4
5

Similar funds

HFS
Haverford Financial Services Radnor, Pennsylvania $339M AUM 16.41% 1-Year Est. Return
BAM
Brilliance Asset Management Admiralty, Hong Kong, Hong Kong $339M AUM 8.73% 1-Year Est. Return
JWM
Jeppson Wealth Management Manhattan Beach, California $339M AUM 32.85% 1-Year Est. Return
RSA
River Street Advisors Aurora, Illinois $340M AUM 30.43% 1-Year Est. Return
1CM
1492 Capital Management Milwaukee, Wisconsin $339M AUM 120.53% 1-Year Est. Return
HOWA
Heritage Oak Wealth Advisors Santa Rosa Beach, Florida $340M AUM 29.73% 1-Year Est. Return
ECAM
East Coast Asset Management Essex, Massachusetts $339M AUM 36.71% 1-Year Est. Return
ODFS
O'Donnell Financial Services San Rafael, California $340M AUM 23.31% 1-Year Est. Return

New Insight Wealth Advisors's Q2 2026 Portfolio in Review

As of Q2 2026, New Insight Wealth Advisors held 122 positions worth $339M, up 22% from $279M the previous quarter. Its ten largest holdings account for 45% of the portfolio.

New Insight Wealth Advisors deployed $18.9M of net new capital in Q2 2026, opening 15 new positions and adding to 42 existing holdings. Its largest new stake was BlackRock Flexible Income ETF: 60,052 shares worth $3.14M.

By sector, the portfolio is most concentrated in Miscellaneous at 69% of assets, down from 70% a quarter earlier, followed by Technology and Consumer Discretionary.

On the sell side, the largest reduction was Virtus KAR Mid-Cap ETF, an estimated $1.61M trimmed.

  • New Insight Wealth Advisors's largest Q2 2026 buy was BlackRock Flexible Income ETF: 60,052 shares worth $3.14M.
  • New Insight Wealth Advisors added most to Healthpeak Properties in Q2 2026, an estimated $2.71M increase.
  • New Insight Wealth Advisors's biggest Q2 2026 reduction was Virtus KAR Mid-Cap ETF, cutting an estimated $1.61M.
  • New Insight Wealth Advisors fully exited Palantir in Q2 2026, selling an estimated $261K.
  • New Insight Wealth Advisors's ten largest holdings make up 45% of its $339M portfolio in Q2 2026.
  • New Insight Wealth Advisors opened 15 new positions and closed 2 in Q2 2026.
  • New Insight Wealth Advisors's portfolio value rose 22% quarter-over-quarter to $339M.

Based on New Insight Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.