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
$266M
AUM Growth
+$22.8M
(+9.4%)
Holding
110
Top Buys
| 1 | +$4.47M | |
| 2 | +$1.41M | |
| 3 | +$1.26M | |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$1.18M |
| 5 |
JPMorgan Municipal ETF
JMUB
|
+$1.15M |
Top Sells
| 1 | +$5.08M | |
| 2 | +$1.88M | |
| 3 | +$1.58M | |
| 4 |
Vanguard S&P Small-Cap 600 ETF
VIOO
|
+$1.14M |
| 5 |
Simon Property Group
SPG
|
+$1.09M |
Sector Composition
| 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
$140B
| $225K | 0.08% |
2,240
-446
|
|
||
102
iShares S&P Mid-Cap 400 Growth ETF
IJK
$9.82B
| $221K | 0.08% |
2,300
-11
|
|
||
103
iShares Global Healthcare ETF
IXJ
$4.08B
| $220K | 0.08% |
2,479
-1,005
|
|
||
104
Autodesk
ADSK
$52.4B
| $216K | 0.08% |
679
|
|
||
105
Vanguard Growth ETF
VUG
$194B
| $203K | 0.08% |
+424
|
|
||
106
Under Armour Class C
UA
$3.01B
| $115K | 0.04% |
23,857
|
|
||
107
iShares JPMorgan EM High Yield Bond ETF
EMHY
$590M
| – | – |
-5,804
|
|
||
108
Strategy Inc
MSTR
$44.3B
| – | – |
-518
|
|
||
109
Qualcomm
QCOM
$150B
| – | – |
-1,422
|
|
||
110
Rambus
RMBS
$9.44B
| – | – |
-3,236
|
|