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
$190M
AUM Growth
+$20.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$2.47M
2
+$2.33M
3
+$1.92M
4
FBND icon
Fidelity Total Bond ETF
FBND
+$1.47M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.02M

Top Sells

1
+$1.35M
2
+$1.2M
3
+$919K
4
FDD icon
First Trust STOXX European Select Dividend Income Fund
FDD
+$792K
5
IXJ icon
iShares Global Healthcare ETF
IXJ
+$686K

Sector Composition

1 Consumer Discretionary 8.74%
2 Technology 8.54%
3 Real Estate 5.27%
4 Communication Services 3.7%
5 Financials 1.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$258K 0.14%
3,243
-100
77
$254K 0.13%
9,656
+1,264
78
$250K 0.13%
6,416
-723
79
$250K 0.13%
7,234
+100
80
$237K 0.12%
1,669
-223
81
$237K 0.12%
2,336
82
$226K 0.12%
2,351
-47
83
$221K 0.12%
+1,695
84
$220K 0.12%
+573
85
$215K 0.11%
18,050
86
$212K 0.11%
+2,311
87
$211K 0.11%
7,297
-2,399
88
$206K 0.11%
+3,878
89
$206K 0.11%
+1,783
90
$201K 0.11%
4,689
-492
91
$98.2K 0.05%
11,748
92
– –
-627
93
– –
-2,635
1 2 3
4