We are live on ! Find out more
NIWA

New Insight Wealth Advisors Portfolio holdings

AUM $339M
1-Year Est. Return 28.36%
This Fund
S&P 500
This Quarter Est. Return
+1.95%
1 Year Est. Return
+28.36%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$280M
AUM Growth
+$14.1M
Cap. Flow
+$10.2M
Cap. Flow %
3.66%
Top 10 Hldgs %
48.6%
Holding
114
New
8
Increased
49
Reduced
45
Closed
3

Top Buys

Rank Stock Value
1
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.34M
2
FDVV icon
Fidelity High Dividend ETF
FDVV
+$1.87M
3
INTF icon
iShares International Equity Factor ETF
INTF
+$1.68M
4
FRT icon
Federal Realty Investment Trust
FRT
+$1.59M
5
JMUB icon
JPMorgan Municipal ETF
JMUB
+$1.27M

Top Sells

Rank Stock Value
1
ACLS icon
Axcelis
ACLS
+$2.64M
2
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$2.23M
3
TSLA icon
Tesla
TSLA
+$1.66M
4
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$1.25M
5
VIOO icon
Vanguard S&P Small-Cap 600 ETF
VIOO
+$982K

Sector Composition

Rank Sector Weight
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
IJK icon
101
iShares S&P Mid-Cap 400 Growth ETF
IJK
$10.7B
$231K 0.08%
2,380
+80
+3% +$7.7K
VOT icon
102
Vanguard Morningstar Mid-Cap Growth ETF
VOT
$19.2B
$221K 0.08%
791
-181
-19% -$51.8K
MU icon
103
Micron Technology
MU
$930B
$221K 0.08%
+773
New +$177K
BRK.B icon
104
Berkshire Hathaway Class B
BRK.B
$1.1T
$218K 0.08%
+433
New +$215K
IJT icon
105
iShares S&P Small-Cap 600 Growth ETF
IJT
$8.26B
$212K 0.08%
+1,503
New +$213K
IXJ icon
106
iShares Global Healthcare ETF
IXJ
$4.07B
$212K 0.08%
2,172
-307
-12% -$29K
AMAT icon
107
Applied Materials
AMAT
$403B
$211K 0.08%
+820
New +$197K
AGG icon
108
iShares Core US Aggregate Bond ETF
AGG
$137B
$202K 0.07%
2,023
-217
-10% -$21.8K
ADSK icon
109
Autodesk
ADSK
$49.5B
$201K 0.07%
679
– –
BLND icon
110
Blend Labs
BLND
$431M
$138K 0.05%
+45,355
New +$145K
UA icon
111
Under Armour Class C
UA
$2.77B
$115K 0.04%
23,857
– –
ACLS icon
112
Axcelis
ACLS
$4.01B
– –
-27,013
Closed -$2.64M
MUST icon
113
Columbia Multi-Sector Municipal Income ETF
MUST
$593M
– –
-18,976
Closed -$390K
RBLX icon
114
Roblox
RBLX
$25.4B
– –
-4,300
Closed -$596K
1 2 3 4
5

Similar funds

WCM
Whitefort Capital Management New York $339M AUM 52.48% 1-Year Est. Return
BAM
Brilliance Asset Management Admiralty, Hong Kong, Hong Kong $339M AUM 9.81% 1-Year Est. Return
SCM
Sophron Capital Management Summit, New Jersey $339M AUM 13.54% 1-Year Est. Return
JCIA
Jackson Creek Investment Advisors Castle Rock, Colorado $340M AUM 52.49% 1-Year Est. Return
MP
MIO Partners New York $340M AUM
CAC
Core Alternative Capital Peachtree Corners, Georgia $339M AUM 18.22% 1-Year Est. Return
CWM
Concentrum Wealth Management San Jose, California $339M AUM 26.77% 1-Year Est. Return
BAM
Bell Asset Management Melbourne, Australia $340M AUM 7.33% 1-Year Est. Return

New Insight Wealth Advisors's Q4 2025 Portfolio in Review

As of Q4 2025, New Insight Wealth Advisors held 114 positions worth $280M, up 5.3% from $266M the previous quarter. Its ten largest holdings account for 49% of the portfolio.

New Insight Wealth Advisors deployed $10.2M of net new capital in Q4 2025, opening 8 new positions and adding to 49 existing holdings. Its largest new stake was JPMorgan Short Duration Core Plus ETF: 23,333 shares worth $1.11M.

By sector, the portfolio is most concentrated in Technology at 9.6% of assets, down from 10% a quarter earlier, followed by Consumer Discretionary and Communication Services.

On the sell side, the largest reduction was Schwab US Dividend Equity ETF, an estimated $2.23M trimmed.

  • New Insight Wealth Advisors's largest Q4 2025 buy was JPMorgan Short Duration Core Plus ETF: 23,333 shares worth $1.11M.
  • New Insight Wealth Advisors added most to iShares Core S&P 500 ETF in Q4 2025, an estimated $3.34M increase.
  • New Insight Wealth Advisors's biggest Q4 2025 reduction was Schwab US Dividend Equity ETF, cutting an estimated $2.23M.
  • New Insight Wealth Advisors fully exited Axcelis in Q4 2025, selling an estimated $2.64M.
  • New Insight Wealth Advisors's ten largest holdings make up 49% of its $280M portfolio in Q4 2025.
  • New Insight Wealth Advisors opened 8 new positions and closed 3 in Q4 2025.
  • New Insight Wealth Advisors's portfolio value rose 5.3% quarter-over-quarter to $280M.

Based on New Insight Wealth Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.