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
$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
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
VCSH icon
76
Vanguard Short-Term Corporate Bond ETF
VCSH
$39.4B
$317K 0.14%
4,013
+395
LLY icon
77
Eli Lilly
LLY
$720B
$315K 0.14%
+381
RWK icon
78
Invesco S&P MidCap 400 Revenue ETF
RWK
$1.03B
$303K 0.14%
2,809
+722
DASH icon
79
DoorDash
DASH
$112B
$298K 0.14%
1,628
VOT icon
80
Vanguard Mid-Cap Growth ETF
VOT
$17.7B
$294K 0.13%
1,202
-120
MRNA icon
81
Moderna
MRNA
$10.2B
$284K 0.13%
10,023
+1,478
QCOM icon
82
Qualcomm
QCOM
$176B
$277K 0.13%
1,806
-74
PLTR icon
83
Palantir
PLTR
$423B
$271K 0.12%
3,211
+268
HYMB icon
84
SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
$2.75B
$269K 0.12%
10,659
+337
AGG icon
85
iShares Core US Aggregate Bond ETF
AGG
$133B
$266K 0.12%
2,686
IJR icon
86
iShares Core S&P Small-Cap ETF
IJR
$84.8B
$253K 0.11%
2,419
-551
IMCV icon
87
iShares Morningstar Mid-Cap Value ETF
IMCV
$830M
$252K 0.11%
3,392
EMHY icon
88
iShares JPMorgan EM High Yield Bond ETF
EMHY
$509M
$247K 0.11%
6,462
+110
APP icon
89
Applovin
APP
$203B
$231K 0.11%
873
+87
PFF icon
90
iShares Preferred and Income Securities ETF
PFF
$14.6B
$228K 0.1%
7,406
-150
CRWD icon
91
CrowdStrike
CRWD
$122B
$213K 0.1%
605
-12
VUG icon
92
Vanguard Growth ETF
VUG
$195B
$212K 0.1%
573
MUB icon
93
iShares National Muni Bond ETF
MUB
$40.3B
$204K 0.09%
1,931
-54
UA icon
94
Under Armour Class C
UA
$1.98B
$62.2K 0.03%
10,448
IJK icon
95
iShares S&P Mid-Cap 400 Growth ETF
IJK
$9.12B
– –
-2,311
SDY icon
96
SPDR S&P Dividend ETF
SDY
$20.2B
– –
-1,779
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4