NIWA

New Insight Wealth Advisors Portfolio holdings

AUM $243M
1-Year Est. Return 15.72%
This Quarter Est. Return
1 Year Est. Return
+15.72%
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
+$1.78M
2
+$1.07M
3
+$908K
4
MRVL icon
Marvell Technology
MRVL
+$833K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$815K

Top Sells

1
+$784K
2
+$721K
3
+$717K
4
SPG icon
Simon Property Group
SPG
+$642K
5
PEY icon
Invesco High Yield Equity Dividend Achievers ETF
PEY
+$604K

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
MUST icon
76
Columbia Multi-Sector Municipal Income ETF
MUST
$486M
$382K 0.16%
18,976
-3,080
PLTR icon
77
Palantir
PLTR
$423B
$377K 0.16%
2,769
-442
RBLX icon
78
Roblox
RBLX
$92.1B
$375K 0.15%
+3,563
CSCO icon
79
Cisco
CSCO
$277B
$372K 0.15%
5,358
-875
DES icon
80
WisdomTree US SmallCap Dividend Fund
DES
$1.84B
$370K 0.15%
11,644
-4,057
BND icon
81
Vanguard Total Bond Market
BND
$138B
$360K 0.15%
4,891
APP icon
82
Applovin
APP
$203B
$345K 0.14%
986
+113
MOAT icon
83
VanEck Morningstar Wide Moat ETF
MOAT
$15.4B
$345K 0.14%
3,680
-1,610
VB icon
84
Vanguard Small-Cap ETF
VB
$67B
$341K 0.14%
1,437
-694
COST icon
85
Costco
COST
$415B
$330K 0.14%
334
-4
LLY icon
86
Eli Lilly
LLY
$720B
$307K 0.13%
394
+13
VOT icon
87
Vanguard Mid-Cap Growth ETF
VOT
$17.7B
$304K 0.13%
1,069
-133
IXJ icon
88
iShares Global Healthcare ETF
IXJ
$4B
$300K 0.12%
3,484
-3,794
RWK icon
89
Invesco S&P MidCap 400 Revenue ETF
RWK
$1.03B
$283K 0.12%
2,422
-387
VTEB icon
90
Vanguard Tax-Exempt Bond Index Fund
VTEB
$39.8B
$283K 0.12%
+5,773
MRNA icon
91
Moderna
MRNA
$10.2B
$271K 0.11%
9,813
-210
PFF icon
92
iShares Preferred and Income Securities ETF
PFF
$14.6B
$269K 0.11%
8,765
+1,359
AGG icon
93
iShares Core US Aggregate Bond ETF
AGG
$133B
$266K 0.11%
2,686
JEPI icon
94
JPMorgan Equity Premium Income ETF
JEPI
$41.3B
$260K 0.11%
+4,567
IMCV icon
95
iShares Morningstar Mid-Cap Value ETF
IMCV
$830M
$258K 0.11%
3,392
UNH icon
96
UnitedHealth
UNH
$323B
$254K 0.1%
+814
IJR icon
97
iShares Core S&P Small-Cap ETF
IJR
$84.8B
$250K 0.1%
2,286
-133
QCOM icon
98
Qualcomm
QCOM
$176B
$226K 0.09%
1,422
-384
EMHY icon
99
iShares JPMorgan EM High Yield Bond ETF
EMHY
$509M
$226K 0.09%
5,804
-658
HYMB icon
100
SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
$2.75B
$225K 0.09%
9,071
-1,588
1 2 3
4
5