NIWA
New Insight Wealth Advisors Portfolio holdings
AUM
$243M
This Quarter Return
+6.97%
1 Year Return
+15.72%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$190M
AUM Growth
+$190M
(+12%)
Cap. Flow
+$10.5M
Cap. Flow
% of AUM
5.53%
Top 10 Holdings %
Top 10 Hldgs %
57.36%
Holding
93
New
10
Increased
34
Reduced
40
Closed
2
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$2.47M |
| 2 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$2.33M |
| 3 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$1.92M |
| 4 |
Fidelity Total Bond ETF
FBND
|
$1.47M |
| 5 |
Broadcom
AVGO
|
$1.34M |
Top Sells
| 1 |
Columbia Diversified Fixed Income Allocation ETF
DIAL
|
$1.35M |
| 2 |
Simon Property Group
SPG
|
$1.2M |
| 3 |
Tesla
TSLA
|
$919K |
| 4 |
First Trust STOXX European Select Dividend Income Fund
FDD
|
$792K |
| 5 |
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% |
