NIWA

New Insight Wealth Advisors Portfolio holdings

AUM $266M
1-Year Est. Return 18.51%
This Quarter Est. Return
1 Year Est. Return
+18.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$220M
AUM Growth
+$20.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$4.28M
2
+$3.45M
3
+$3.27M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$2.18M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$2.16M

Top Sells

1
+$1.64M
2
+$648K
3
+$261K
4
IXJ icon
iShares Global Healthcare ETF
IXJ
+$241K
5
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$235K

Sector Composition

1 Consumer Discretionary 9.51%
2 Technology 8.1%
3 Real Estate 3.91%
4 Communication Services 3.45%
5 Healthcare 2.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$317K 0.14%
4,013
+395
77
$315K 0.14%
+381
78
$303K 0.14%
2,809
+722
79
$298K 0.14%
1,628
80
$294K 0.13%
1,202
-120
81
$284K 0.13%
10,023
+1,478
82
$277K 0.13%
1,806
-74
83
$271K 0.12%
3,211
+268
84
$269K 0.12%
10,659
+337
85
$266K 0.12%
2,686
86
$253K 0.11%
2,419
-551
87
$252K 0.11%
3,392
88
$247K 0.11%
6,462
+110
89
$231K 0.11%
873
+87
90
$228K 0.1%
7,406
-150
91
$213K 0.1%
605
-12
92
$212K 0.1%
573
93
$204K 0.09%
1,931
-54
94
$62.2K 0.03%
10,448
95
– –
-2,311
96
– –
-1,779
1 2 3
4