NIWA
New Insight Wealth Advisors Portfolio holdings
AUM
$279M
1-Year Est. Return
19.05%
This Fund
S&P 500
1 Year Est. Return
+19.05%
AUM
$279M
AUM Growth
-$1.06M
(-0.38%)
Holding
113
Top Buys
| 1 | +$2.46M | |
| 2 | +$2.44M | |
| 3 | +$2.01M | |
| 4 |
Fidelity Emerging Markets Multifactor ETF
FDEM
|
+$1.13M |
| 5 |
Rivian
RIVN
|
+$1.13M |
Top Sells
| 1 | +$1.2M | |
| 2 | +$1.15M | |
| 3 | +$814K | |
| 4 |
Invesco S&P 500 Equal Weight ETF
RSP
|
+$771K |
| 5 |
Vanguard International Dividend Appreciation ETF
VIGI
|
+$651K |
Sector Composition
| 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
$100B
| $221K | 0.08% |
+2,551
|
|
||
102
iShares S&P Small-Cap 600 Growth ETF
IJT
$7.48B
| $217K | 0.08% |
1,503
|
|
||
103
Berkshire Hathaway Class B
BRK.B
$1.03T
| $215K | 0.08% |
448
+15
|
|
||
104
DoorDash
DASH
$67.4B
| $214K | 0.08% |
1,427
|
|
||
105
Vanguard Mid-Cap Growth ETF
VOT
$19.4B
| $205K | 0.07% |
798
+7
|
|
||
106
Under Armour Class C
UA
$2.26B
| $138K | 0.05% |
23,857
|
|
||
107
Blend Labs
BLND
$385M
| $77.1K | 0.03% |
45,355
|
|
||
108
Autodesk
ADSK
$48.5B
| – | – |
-679
|
|
||
109
iShares Core US Aggregate Bond ETF
AGG
$136B
| – | – |
-2,023
|
|
||
110
iShares Global Healthcare ETF
IXJ
$3.58B
| – | – |
-2,172
|
|
||
111
Micron Technology
MU
$1.22T
| – | – |
-773
|
|
||
112
iShares Preferred and Income Securities ETF
PFF
$13.7B
| – | – |
-7,645
|
|
||
|
VBIL
113
Vanguard 0-3 Month Treasury Bill ETF
VBIL
$7.33B
| – | – |
-5,350
|
|