NIWA

New Insight Wealth Advisors Portfolio holdings

AUM $280M
1-Year Est. Return 16.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$243M
AUM Growth
+$22.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$1.7M
2
+$1.01M
3
+$898K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$808K
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$784K

Top Sells

1
+$725K
2
+$722K
3
+$676K
4
SPG icon
Simon Property Group
SPG
+$631K
5
PEY icon
Invesco High Yield Equity Dividend Achievers ETF
PEY
+$595K

Sector Composition

1 Technology 9.59%
2 Consumer Discretionary 9.26%
3 Communication Services 3.96%
4 Real Estate 3.28%
5 Healthcare 2.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$382K 0.16%
18,976
-3,080
77
$377K 0.16%
2,769
-442
78
$375K 0.15%
+3,563
79
$372K 0.15%
5,358
-875
80
$370K 0.15%
11,644
-4,057
81
$360K 0.15%
4,891
82
$345K 0.14%
986
+113
83
$345K 0.14%
3,680
-1,610
84
$341K 0.14%
1,437
-694
85
$330K 0.14%
334
-4
86
$307K 0.13%
394
+13
87
$304K 0.13%
1,069
-133
88
$300K 0.12%
3,484
-3,794
89
$283K 0.12%
2,422
-387
90
$283K 0.12%
+5,773
91
$271K 0.11%
9,813
-210
92
$269K 0.11%
8,765
+1,359
93
$266K 0.11%
2,686
94
$260K 0.11%
+4,567
95
$258K 0.11%
3,392
96
$254K 0.1%
+814
97
$250K 0.1%
2,286
-133
98
$226K 0.09%
1,422
-384
99
$226K 0.09%
5,804
-658
100
$225K 0.09%
9,071
-1,588
1 2 3
4
5