NIWA

New Insight Wealth Advisors Portfolio holdings

AUM $243M
1-Year Est. Return 15.72%
This Quarter Est. Return
1 Year Est. Return
+15.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$148M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$16.4M
2
+$10.7M
3
+$10.1M
4
TSLA icon
Tesla
TSLA
+$8.16M
5
SPG icon
Simon Property Group
SPG
+$7.55M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 10.13%
2 Technology 8.76%
3 Real Estate 8.04%
4 Communication Services 3.64%
5 Financials 2.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$16.4M 11.04%
+34,312
2
$10.7M 7.19%
+420,699
3
$10.1M 6.83%
+102,291
4
$8.16M 5.49%
+32,829
5
$7.55M 5.09%
+52,933
6
$6.18M 4.16%
+26,547
7
$5.71M 3.85%
+71,984
8
$5.51M 3.71%
+119,611
9
$4.87M 3.28%
+10,064
10
$4.8M 3.23%
+226,981
11
$4.27M 2.88%
+28,106
12
$4.15M 2.79%
+26,291
13
$3.93M 2.65%
+60,657
14
$3.82M 2.57%
+22,412
15
$3.74M 2.52%
+19,419
16
$2.81M 1.89%
+41,179
17
$2.78M 1.87%
+153,966
18
$2.68M 1.8%
+7,121
19
$2.51M 1.69%
+22,491
20
$2.32M 1.56%
+16,618
21
$2.28M 1.54%
+8,676
22
$2.19M 1.48%
+181,463
23
$1.75M 1.18%
+20,141
24
$1.38M 0.93%
+3,901
25
$1.36M 0.92%
+9,842
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