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NIWA
New Insight Wealth Advisors Portfolio holdings
AUM
$339M
1-Year Est. Return
28.36%
This Fund
S&P 500
This Quarter
Est. Return
+9.55%
1 Year Est. Return
+28.36%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$266M
AUM Growth
+$22.8M
(+9.4%)
Cap. Flow
+$1.75M
Cap. Flow
% of AUM
0.66%
Top 10 Holdings %
Top 10 Hldgs %
50.31%
Holding
110
New
4
Increased
32
Reduced
61
Closed
4
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Fidelity High Dividend ETF
FDVV
|
+$4.47M |
| 2 |
Federal Realty Investment Trust
FRT
|
+$1.41M |
| 3 |
Fidelity Total Bond ETF
FBND
|
+$1.26M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$1.18M |
| 5 |
JPMorgan Municipal ETF
JMUB
|
+$1.15M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Schwab US Dividend Equity ETF
SCHD
|
+$5.08M |
| 2 |
Invesco High Yield Equity Dividend Achievers ETF
PEY
|
+$1.88M |
| 3 |
Invesco S&P 500 Equal Weight ETF
RSP
|
+$1.58M |
| 4 |
Vanguard S&P Small-Cap 600 ETF
VIOO
|
+$1.14M |
| 5 |
Simon Property Group
SPG
|
+$1.09M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Consumer Discretionary | 10.16% |
| 2 | Technology | 10.05% |
| 3 | Communication Services | 4.27% |
| 4 | Real Estate | 3.42% |
| 5 | Healthcare | 2.46% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
iShares Core US Aggregate Bond ETF
AGG
$137B
| $225K | 0.08% |
2,240
-446
| -17% | -$44.3K |
|
102
iShares S&P Mid-Cap 400 Growth ETF
IJK
$10.7B
| $221K | 0.08% |
2,300
-11
| -0.5% | -$1.04K |
|
103
iShares Global Healthcare ETF
IXJ
$4.07B
| $220K | 0.08% |
2,479
-1,005
| -29% | -$86.9K |
|
104
Autodesk
ADSK
$49.5B
| $216K | 0.08% |
679
| – | – |
|
105
Vanguard Morningstar Growth ETF
VUG
$220B
| $203K | 0.08% |
+2,544
| New | +$194K |
|
106
Under Armour Class C
UA
$2.77B
| $115K | 0.04% |
23,857
| – | – |
|
107
iShares JPMorgan EM High Yield Bond ETF
EMHY
$620M
| – | – |
-5,804
| Closed | -$226K |
|
108
Strategy Inc
MSTR
$34.1B
| – | – |
-518
| Closed | -$209K |
|
109
Qualcomm
QCOM
$155B
| – | – |
-1,422
| Closed | -$226K |
|
110
Rambus
RMBS
$9.87B
| – | – |
-3,236
| Closed | -$207K |
|
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New Insight Wealth Advisors's Q3 2025 Portfolio in Review
As of Q3 2025, New Insight Wealth Advisors held 110 positions worth $266M, up 9.4% from $243M the previous quarter. Its ten largest holdings account for 50% of the portfolio.
New Insight Wealth Advisors's Q3 2025 filing shows 4 new, 32 increased, 61 reduced and 4 closed positions. Its largest new stake was Federal Realty Investment Trust: 14,611 shares worth $1.48M. The largest sale was Schwab US Dividend Equity ETF, an estimated $5.08M.
By sector, the portfolio is most concentrated in Consumer Discretionary at 10% of assets, up from 9.3% a quarter earlier, followed by Technology and Communication Services.
- New Insight Wealth Advisors's largest Q3 2025 buy was Federal Realty Investment Trust: 14,611 shares worth $1.48M.
- New Insight Wealth Advisors added most to Fidelity High Dividend ETF in Q3 2025, an estimated $4.47M increase.
- New Insight Wealth Advisors's biggest Q3 2025 reduction was Schwab US Dividend Equity ETF, cutting an estimated $5.08M.
- New Insight Wealth Advisors fully exited Qualcomm in Q3 2025, selling an estimated $226K.
- New Insight Wealth Advisors's ten largest holdings make up 50% of its $266M portfolio in Q3 2025.
- New Insight Wealth Advisors opened 4 new positions and closed 4 in Q3 2025.
- New Insight Wealth Advisors's portfolio value rose 9.4% quarter-over-quarter to $266M.
Based on New Insight Wealth Advisors's 13F filing for Q3 2025, filed 29 Oct 2025.