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
$160M
AUM Growth
+$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$1.61M
2
+$1.61M
3
+$1.21M
4
IXN icon
iShares Global Tech ETF
IXN
+$836K
5
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$654K

Top Sells

1
+$487K
2
+$425K
3
+$369K
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$369K
5
PYPL icon
PayPal
PYPL
+$366K

Sector Composition

1 Technology 9.06%
2 Consumer Discretionary 8.44%
3 Real Estate 7.27%
4 Communication Services 3.76%
5 Healthcare 1.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$226K 0.14%
+296
77
$221K 0.14%
5,315
-25
78
$217K 0.14%
+920
79
$216K 0.13%
2,206
-839
80
$209K 0.13%
8,119
-278
81
$203K 0.13%
+277
82
$201K 0.13%
4,036
-998
83
$200K 0.12%
3,236
84
$199K 0.12%
18,050
-500
85
– –
-5,963
1 2 3
4