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
$148M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1 +$16.4M
2 +$10.7M
3 +$10.1M
4
TSLA icon
Tesla
TSLA
+$8.16M
5
SPG icon
Simon Property Group
SPG
+$7.55M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 10.13%
2 Technology 8.76%
3 Real Estate 8.04%
4 Communication Services 3.64%
5 Financials 2.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$209K 0.14%
+5,340
77
$206K 0.14%
+18,550
78
$204K 0.14%
+6,349