NIWA
New Insight Wealth Advisors Portfolio holdings
AUM
$280M
1-Year Est. Return
16.4%
This Fund
S&P 500
1 Year Est. Return
+16.4%
AUM
$280M
AUM Growth
+$14.1M
(+5.3%)
Holding
114
Top Buys
| 1 | +$3.34M | |
| 2 | +$1.87M | |
| 3 | +$1.68M | |
| 4 |
Federal Realty Investment Trust
FRT
|
+$1.59M |
| 5 |
JPMorgan Municipal ETF
JMUB
|
+$1.27M |
Top Sells
| 1 | +$2.64M | |
| 2 | +$2.23M | |
| 3 | +$1.66M | |
| 4 |
Vanguard International Dividend Appreciation ETF
VIGI
|
+$1.25M |
| 5 |
Vanguard S&P Small-Cap 600 ETF
VIOO
|
+$982K |
Sector Composition
| 1 | Technology | 9.6% |
| 2 | Consumer Discretionary | 9.6% |
| 3 | Communication Services | 4.42% |
| 4 | Real Estate | 3.62% |
| 5 | Healthcare | 2.36% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
iShares S&P Mid-Cap 400 Growth ETF
IJK
$9.82B
| $231K | 0.08% |
2,380
+80
|
|
||
102
Vanguard Mid-Cap Growth ETF
VOT
$17.7B
| $221K | 0.08% |
791
-181
|
|
||
103
Micron Technology
MU
$427B
| $221K | 0.08% |
+773
|
|
||
104
Berkshire Hathaway Class B
BRK.B
$1.04T
| $218K | 0.08% |
+433
|
|
||
105
iShares S&P Small-Cap 600 Growth ETF
IJT
$6.79B
| $212K | 0.08% |
+1,503
|
|
||
106
iShares Global Healthcare ETF
IXJ
$4.08B
| $212K | 0.08% |
2,172
-307
|
|
||
107
Applied Materials
AMAT
$279B
| $211K | 0.08% |
+820
|
|
||
108
iShares Core US Aggregate Bond ETF
AGG
$140B
| $202K | 0.07% |
2,023
-217
|
|
||
109
Autodesk
ADSK
$53.7B
| $201K | 0.07% |
679
|
|
||
110
Blend Labs
BLND
$447M
| $138K | 0.05% |
+45,355
|
|
||
111
Under Armour Class C
UA
$2.97B
| $115K | 0.04% |
23,857
|
|
||
112
Axcelis
ACLS
$2.64B
| – | – |
-27,013
|
|
||
113
Columbia Multi-Sector Municipal Income ETF
MUST
$558M
| – | – |
-18,976
|
|
||
114
Roblox
RBLX
$47.5B
| – | – |
-4,300
|
|