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
$170M
AUM Growth
+$9.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$3.45M
2
+$1.24M
3
+$1.04M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$909K
5
SMH icon
VanEck Semiconductor ETF
SMH
+$749K

Top Sells

1
+$934K
2
+$863K
3
+$399K
4
C icon
Citigroup
C
+$357K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$339K

Sector Composition

1 Technology 9.3%
2 Consumer Discretionary 9.13%
3 Real Estate 6.09%
4 Communication Services 4.25%
5 Financials 1.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$227K 0.13%
2,336
+130
77
$222K 0.13%
2,635
-557
78
$222K 0.13%
7,134
-540
79
$213K 0.13%
8,392
+273
80
$213K 0.13%
1,957
+51
81
$208K 0.12%
18,050
82
$204K 0.12%
5,181
-134
83
$76.7K 0.05%
+11,748
84
– –
-6,104
85
– –
-5,638
86
– –
-4,036
87
– –
-3,642
88
– –
-8,739
89
– –
-5,955
90
– –
-3,236
1 2 3
4