NIWA
New Insight Wealth Advisors Portfolio holdings
AUM
$243M
This Quarter Return
+12.7%
1 Year Return
+15.72%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$148M
AUM Growth
–
Cap. Flow
+$148M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
53.87%
Holding
78
New
78
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$16.4M |
| 2 |
Schwab US Dividend Equity ETF
SCHD
|
$10.7M |
| 3 |
Vanguard S&P Small-Cap 600 ETF
VIOO
|
$10.1M |
| 4 |
Tesla
TSLA
|
$8.16M |
| 5 |
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
Nuveen ESG Small-Cap ETF
NUSC
$1.18B
| $209K | 0.14% |
+5,340
| New | +$209K |
|
77
Nuveen California Quality Municipal Income Fund
NAC
$1.63B
| $206K | 0.14% |
+18,550
| New | +$206K |
|
78
WisdomTree US SmallCap Dividend Fund
DES
$1.91B
| $204K | 0.14% |
+6,349
| New | +$204K |
|