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
$200M
AUM Growth
+$9.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$3.34M
2
+$2.59M
3
+$1.62M
4
XSMO icon
Invesco S&P SmallCap Momentum ETF
XSMO
+$953K
5
XMHQ icon
Invesco S&P MidCap Quality ETF
XMHQ
+$769K

Top Sells

1
+$4.11M
2
+$1.12M
3
+$705K
4
SPG icon
Simon Property Group
SPG
+$596K
5
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$569K

Sector Composition

1 Consumer Discretionary 9%
2 Technology 8.61%
3 Real Estate 4.43%
4 Communication Services 3.74%
5 Financials 1.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$255K 0.13%
786
-909
77
$252K 0.13%
3,392
78
$251K 0.13%
+3,491
79
$243K 0.12%
2,087
-744
80
$241K 0.12%
6,352
-64
81
$238K 0.12%
7,556
-800
82
$235K 0.12%
573
83
$235K 0.12%
1,779
+110
84
$223K 0.11%
+2,943
85
$215K 0.11%
10,580
-13,196
86
$212K 0.11%
+1,985
87
$211K 0.11%
+617
88
$210K 0.11%
2,311
89
$207K 0.1%
7,209
-3,408
90
$77.9K 0.04%
10,448
-1,300
91
– –
-2,351
92
– –
-1,783
93
– –
-24,713
94
– –
-8,043
95
– –
-4,565
96
– –
-7,297
97
– –
-1,892
1 2 3
4