NIWA
New Insight Wealth Advisors Portfolio holdings
AUM
$266M
1-Year Est. Return
18.51%
1 Year Est. Return
+18.51%
AUM
$243M
AUM Growth
+$22.8M
(+10%)
Holding
109
Top Buys
| 1 | +$1.78M | |
| 2 | +$1.07M | |
| 3 | +$908K | |
| 4 |
Marvell Technology
MRVL
|
+$833K |
| 5 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$815K |
Top Sells
| 1 | +$784K | |
| 2 | +$721K | |
| 3 | +$717K | |
| 4 |
Simon Property Group
SPG
|
+$642K |
| 5 |
Invesco High Yield Equity Dividend Achievers ETF
PEY
|
+$604K |
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 | |
|---|---|---|---|---|---|---|
101
Invesco QQQ Trust
QQQ
$409B
| $220K | 0.09% |
+399
|
|
||
102
iShares S&P Mid-Cap 400 Growth ETF
IJK
$9.73B
| $210K | 0.09% |
+2,311
|
|
||
103
Autodesk
ADSK
$56.3B
| $210K | 0.09% |
+679
|
|
||
104
Strategy Inc
MSTR
$50.3B
| $209K | 0.09% |
+518
|
|
||
105
Rambus
RMBS
$11.6B
| $207K | 0.09% |
+3,236
|
|
||
106
Under Armour Class C
UA
$2.41B
| $155K | 0.06% |
23,857
+13,409
|
|
||
107
CrowdStrike
CRWD
$114B
| – | – |
-605
|
|
||
108
Vanguard Small-Cap Growth ETF
VBK
$22.2B
| – | – |
-1,336
|
|
||
109
Vanguard Growth ETF
VUG
$202B
| – | – |
-573
|
|