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NIWA
New Insight Wealth Advisors Portfolio holdings
AUM
$279M
1-Year Est. Return
19.05%
This Fund
S&P 500
This Quarter
Est. Return
-2.78%
1 Year Est. Return
+19.05%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$279M
AUM Growth
-$1.06M
(-0.38%)
Cap. Flow
+$8.92M
Cap. Flow
% of AUM
3.2%
Top 10 Holdings %
Top 10 Hldgs %
47.3%
Holding
113
New
2
Increased
39
Reduced
51
Closed
6
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares International Equity Factor ETF
INTF
|
+$2.46M |
| 2 |
JPMorgan Short Duration Core Plus ETF
JSCP
|
+$2.44M |
| 3 |
JPMorgan Municipal ETF
JMUB
|
+$2.01M |
| 4 |
Fidelity Emerging Markets Multifactor ETF
FDEM
|
+$1.13M |
| 5 |
Rivian
RIVN
|
+$1.13M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Schwab US Dividend Equity ETF
SCHD
|
+$1.2M |
| 2 |
Vanguard S&P Small-Cap 600 ETF
VIOO
|
+$1.15M |
| 3 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
+$814K |
| 4 |
Invesco S&P 500 Equal Weight ETF
RSP
|
+$771K |
| 5 |
Vanguard International Dividend Appreciation ETF
VIGI
|
+$651K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Consumer Discretionary | 9.04% |
| 2 | Technology | 8.85% |
| 3 | Communication Services | 4.42% |
| 4 | Real Estate | 3.96% |
| 5 | Healthcare | 2.68% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Medtronic
MDT
$106B
| $221K | 0.08% |
+2,551
| New | +$244K |
|
102
iShares S&P Small-Cap 600 Growth ETF
IJT
$8.23B
| $217K | 0.08% |
1,503
| – | – |
|
103
Berkshire Hathaway Class B
BRK.B
$1.06T
| $215K | 0.08% |
448
+15
| +3% | +$7.36K |
|
104
DoorDash
DASH
$80.2B
| $214K | 0.08% |
1,427
| – | – |
|
105
Vanguard Mid-Cap Growth ETF
VOT
$19.1B
| $205K | 0.07% |
798
+7
| +0.9% | +$1.92K |
|
106
Under Armour Class C
UA
$3.1B
| $138K | 0.05% |
23,857
| – | – |
|
107
Blend Labs
BLND
$438M
| $77.1K | 0.03% |
45,355
| – | – |
|
108
Autodesk
ADSK
$46.1B
| – | – |
-679
| Closed | -$201K |
|
109
iShares Core US Aggregate Bond ETF
AGG
$139B
| – | – |
-2,023
| Closed | -$202K |
|
110
iShares Global Healthcare ETF
IXJ
$4.08B
| – | – |
-2,172
| Closed | -$212K |
|
111
Micron Technology
MU
$959B
| – | – |
-773
| Closed | -$221K |
|
112
iShares Preferred and Income Securities ETF
PFF
$13.3B
| – | – |
-7,645
| Closed | -$237K |
|
|
VBIL
113
Vanguard 0-3 Month Treasury Bill ETF
VBIL
$9.38B
| – | – |
-5,350
| Closed | -$404K |
|
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New Insight Wealth Advisors's Q1 2026 Portfolio in Review
As of Q1 2026, New Insight Wealth Advisors held 113 positions worth $279M, down 0.38% from $280M the previous quarter. Its ten largest holdings account for 47% of the portfolio.
New Insight Wealth Advisors deployed $8.92M of net new capital in Q1 2026, opening 2 new positions and adding to 39 existing holdings. Its largest new stake was Healthpeak Properties: 30,769 shares worth $506K.
By sector, the portfolio is most concentrated in Consumer Discretionary at 9% of assets, down from 9.6% a quarter earlier, followed by Technology and Communication Services.
On the sell side, the largest reduction was Schwab US Dividend Equity ETF, an estimated $1.2M trimmed.
- New Insight Wealth Advisors's largest Q1 2026 buy was Healthpeak Properties: 30,769 shares worth $506K.
- New Insight Wealth Advisors added most to iShares International Equity Factor ETF in Q1 2026, an estimated $2.46M increase.
- New Insight Wealth Advisors's biggest Q1 2026 reduction was Schwab US Dividend Equity ETF, cutting an estimated $1.2M.
- New Insight Wealth Advisors fully exited Vanguard 0-3 Month Treasury Bill ETF in Q1 2026, selling an estimated $404K.
- New Insight Wealth Advisors's ten largest holdings make up 47% of its $279M portfolio in Q1 2026.
- New Insight Wealth Advisors opened 2 new positions and closed 6 in Q1 2026.
- New Insight Wealth Advisors's portfolio value fell 0.38% quarter-over-quarter to $279M.
Based on New Insight Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.