NIWA
New Insight Wealth Advisors Portfolio holdings
AUM
$243M
This Quarter Return
+3.12%
1 Year Return
+15.72%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$170M
AUM Growth
+$170M
(+6.1%)
Cap. Flow
+$7.77M
Cap. Flow
% of AUM
4.58%
Top 10 Holdings %
Top 10 Hldgs %
56.54%
Holding
90
New
6
Increased
44
Reduced
30
Closed
7
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$3.45M |
| 2 |
NVIDIA
NVDA
|
$1.59M |
| 3 |
Fidelity Total Bond ETF
FBND
|
$1.24M |
| 4 |
Vanguard Mid-Cap ETF
VO
|
$1.04M |
| 5 |
Schwab US Dividend Equity ETF
SCHD
|
$909K |
Top Sells
| 1 |
Simon Property Group
SPG
|
$934K |
| 2 |
First Trust STOXX European Select Dividend Income Fund
FDD
|
$863K |
| 3 |
Uber
UBER
|
$399K |
| 4 |
Citigroup
C
|
$357K |
| 5 |
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% |
