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
$170M
AUM Growth
+$9.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$3.45M
2
+$1.24M
3
+$1.04M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$909K
5
SMH icon
VanEck Semiconductor ETF
SMH
+$749K

Top Sells

1
+$934K
2
+$863K
3
+$399K
4
C icon
Citigroup
C
+$357K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$339K

Sector Composition

1 Technology 9.3%
2 Consumer Discretionary 9.13%
3 Real Estate 6.09%
4 Communication Services 4.25%
5 Financials 1.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$23.9M 14.07%
43,671
+6,304
2
$11.9M 7%
458,877
+35,070
3
$11.3M 6.65%
115,001
+744
4
$9.02M 5.31%
37,251
+4,276
5
$7.14M 4.2%
158,894
+27,564
6
$7.03M 4.14%
35,507
+2,588
7
$6.91M 4.07%
85,062
+5,058
8
$6.69M 3.94%
44,063
-6,153
9
$6.58M 3.88%
11,417
+683
10
$5.6M 3.3%
28,980
+648
11
$5.07M 2.99%
61,275
+8,917
12
$4.17M 2.45%
19,779
+971
13
$4.03M 2.37%
24,550
-645
14
$3.87M 2.28%
21,224
-954
15
$3.83M 2.25%
195,003
-16,686
16
$3.3M 1.94%
7,381
+184
17
$3.25M 1.91%
58,955
-1,637
18
$3.13M 1.84%
17,190
+346
19
$2.58M 1.52%
146,004
-13,626
20
$2.18M 1.28%
8,471
-146
21
$2.15M 1.27%
4,265
+413
22
$1.85M 1.09%
15,604
-2,862
23
$1.75M 1.03%
14,162
+972
24
$1.72M 1.01%
18,531
-1,968
25
$1.52M 0.89%
9,440
+10
1
2 3 4