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New Insight Wealth Advisors Portfolio holdings

AUM $339M
1-Year Est. Return 28.36%
This Fund
S&P 500
This Quarter Est. Return
+3.8%
1 Year Est. Return
+28.36%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$200M
AUM Growth
+$9.63M
Cap. Flow
+$4.45M
Cap. Flow %
2.23%
Top 10 Hldgs %
57.44%
Holding
97
New
6
Increased
37
Reduced
41
Closed
7

Top Buys

Rank Stock Value
1
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$3.45M
2
FBND icon
Fidelity Total Bond ETF
FBND
+$2.64M
3
KMID
Virtus KAR Mid-Cap ETF
KMID
+$1.68M
4
XSMO icon
Invesco S&P SmallCap Momentum ETF
XSMO
+$991K
5
XMHQ icon
Invesco S&P MidCap Quality ETF
XMHQ
+$809K

Top Sells

Rank Stock Value
1
TSLA icon
Tesla
TSLA
+$3.27M
2
CRM icon
Salesforce
CRM
+$1.07M
3
IVV icon
iShares Core S&P 500 ETF
IVV
+$709K
4
SPG icon
Simon Property Group
SPG
+$607K
5
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$597K

Sector Composition

Rank Sector Weight
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
APP icon
76
Applovin
APP
$133B
$255K 0.13%
786
-909
-54% -$230K
IMCV icon
77
iShares Morningstar Mid-Cap Value ETF
IMCV
$1.14B
$252K 0.13%
3,392
– –
BND icon
78
Vanguard Total Bond Market
BND
$157B
$251K 0.13%
+3,491
New +$255K
RWK icon
79
Invesco S&P MidCap 400 Revenue ETF
RWK
$1.31B
$243K 0.12%
2,087
-744
-26% -$88.9K
EMHY icon
80
iShares JPMorgan EM High Yield Bond ETF
EMHY
$620M
$241K 0.12%
6,352
-64
-1% -$2.47K
PFF icon
81
iShares Preferred and Income Securities ETF
PFF
$13.3B
$238K 0.12%
7,556
-800
-10% -$26.1K
VUG icon
82
Vanguard Morningstar Growth ETF
VUG
$220B
$235K 0.12%
3,438
– –
SDY icon
83
State Street SPDR S&P Dividend ETF
SDY
$21.7B
$235K 0.12%
1,779
+110
+7% +$15.4K
PLTR icon
84
Palantir
PLTR
$295B
$223K 0.11%
+2,943
New +$171K
MUST icon
85
Columbia Multi-Sector Municipal Income ETF
MUST
$593M
$215K 0.11%
10,580
-13,196
-56% -$271K
MUB icon
86
iShares National Muni Bond ETF
MUB
$45.1B
$212K 0.11%
+1,985
New +$213K
CRWD icon
87
CrowdStrike
CRWD
$194B
$211K 0.11%
+2,468
New +$205K
IJK icon
88
iShares S&P Mid-Cap 400 Growth ETF
IJK
$10.7B
$210K 0.11%
2,311
– –
INTF icon
89
iShares International Equity Factor ETF
INTF
$3.62B
$207K 0.1%
7,209
-3,408
-32% -$102K
UA icon
90
Under Armour Class C
UA
$2.77B
$77.9K 0.04%
10,448
-1,300
-11% -$10.8K
DIS icon
91
Walt Disney
DIS
$167B
– –
-2,351
Closed -$226K
EXPO icon
92
Exponent
EXPO
$3.24B
– –
-1,783
Closed -$206K
FDD icon
93
First Trust STOXX European Select Dividend Income Fund
FDD
$891M
– –
-24,713
Closed -$308K
FLOT icon
94
iShares Floating Rate Bond ETF
FLOT
$10.2B
– –
-8,043
Closed -$411K
IHI icon
95
iShares US Medical Devices ETF
IHI
$3.13B
– –
-4,565
Closed -$270K
PFE icon
96
Pfizer
PFE
$143B
– –
-7,297
Closed -$211K
VTI icon
97
Vanguard Morningstar Total Stock Market ETF
VTI
$660B
– –
-1,892
Closed -$536K
1 2 3
4

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SCM
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JCIA
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MP
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CAC
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CWM
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BAM
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New Insight Wealth Advisors's Q4 2024 Portfolio in Review

As of Q4 2024, New Insight Wealth Advisors held 97 positions worth $200M, up 5.1% from $190M the previous quarter. Its ten largest holdings account for 57% of the portfolio.

New Insight Wealth Advisors's Q4 2024 filing shows 6 new, 37 increased, 41 reduced and 7 closed positions. Its largest new stake was Virtus KAR Mid-Cap ETF: 66,589 shares worth $1.62M. The largest sale was Tesla, an estimated $3.27M.

By sector, the portfolio is most concentrated in Consumer Discretionary at 9% of assets, up from 8.7% a quarter earlier, followed by Technology and Real Estate.

  • New Insight Wealth Advisors's largest Q4 2024 buy was Virtus KAR Mid-Cap ETF: 66,589 shares worth $1.62M.
  • New Insight Wealth Advisors added most to Invesco S&P 500 Equal Weight ETF in Q4 2024, an estimated $3.45M increase.
  • New Insight Wealth Advisors's biggest Q4 2024 reduction was Tesla, cutting an estimated $3.27M.
  • New Insight Wealth Advisors fully exited Vanguard Morningstar Total Stock Market ETF in Q4 2024, selling an estimated $536K.
  • New Insight Wealth Advisors's ten largest holdings make up 57% of its $200M portfolio in Q4 2024.
  • New Insight Wealth Advisors opened 6 new positions and closed 7 in Q4 2024.
  • New Insight Wealth Advisors's portfolio value rose 5.1% quarter-over-quarter to $200M.

Based on New Insight Wealth Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.