NIWA
New Insight Wealth Advisors Portfolio holdings
AUM
$243M
This Quarter Return
+3.8%
1 Year Return
+15.72%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$200M
AUM Growth
+$200M
(+5.1%)
Cap. Flow
+$12.7M
Cap. Flow
% of AUM
6.38%
Top 10 Holdings %
Top 10 Hldgs %
57.44%
Holding
97
New
6
Increased
38
Reduced
40
Closed
7
Top Buys
| 1 |
Schwab US Dividend Equity ETF
SCHD
|
$9.76M |
| 2 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$3.34M |
| 3 |
Fidelity Total Bond ETF
FBND
|
$2.59M |
| 4 |
KMID
Virtus KAR Mid-Cap ETF
KMID
|
$1.62M |
| 5 |
Invesco S&P SmallCap Momentum ETF
XSMO
|
$953K |
Top Sells
| 1 |
Tesla
TSLA
|
$4.11M |
| 2 |
Salesforce
CRM
|
$1.12M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$705K |
| 4 |
Simon Property Group
SPG
|
$596K |
| 5 |
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% |
