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
$160M
AUM Growth
+$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$1.61M
2
+$1.61M
3
+$1.21M
4
IXN icon
iShares Global Tech ETF
IXN
+$836K
5
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$654K

Top Sells

1
+$487K
2
+$425K
3
+$369K
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$369K
5
PYPL icon
PayPal
PYPL
+$366K

Sector Composition

1 Technology 9.06%
2 Consumer Discretionary 8.44%
3 Real Estate 7.27%
4 Communication Services 3.76%
5 Healthcare 1.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$19.6M 12.27%
37,367
+3,055
2
$11.6M 7.24%
114,257
+11,966
3
$11.4M 7.11%
423,807
+3,108
4
$8.24M 5.14%
32,975
+6,428
5
$7.86M 4.91%
50,216
-2,717
6
$6.52M 4.07%
80,004
+8,020
7
$5.95M 3.72%
131,330
+11,719
8
$5.79M 3.61%
32,919
+90
9
$5.63M 3.51%
10,734
+670
10
$5.11M 3.19%
28,332
+226
11
$4.37M 2.73%
211,689
-15,292
12
$4.27M 2.66%
25,195
-1,096
13
$4.05M 2.53%
22,178
-234
14
$3.92M 2.45%
52,358
+11,179
15
$3.42M 2.14%
60,592
-65
16
$3.23M 2.01%
18,808
-611
17
$3.03M 1.89%
7,197
+76
18
$2.84M 1.77%
159,630
+5,664
19
$2.6M 1.62%
8,617
-59
20
$2.54M 1.59%
16,844
+226
21
$2.23M 1.4%
18,466
-4,025
22
$1.92M 1.2%
161,932
-19,531
23
$1.91M 1.19%
20,499
+358
24
$1.87M 1.17%
3,852
-49
25
$1.44M 0.9%
9,842
1
2 3 4