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
$190M
AUM Growth
+$20.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$2.47M
2
+$2.33M
3
+$1.92M
4
FBND icon
Fidelity Total Bond ETF
FBND
+$1.47M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.02M

Top Sells

1
+$1.35M
2
+$1.2M
3
+$919K
4
FDD icon
First Trust STOXX European Select Dividend Income Fund
FDD
+$792K
5
IXJ icon
iShares Global Healthcare ETF
IXJ
+$686K

Sector Composition

1 Consumer Discretionary 8.74%
2 Technology 8.54%
3 Real Estate 5.27%
4 Communication Services 3.7%
5 Financials 1.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$27.7M 14.55%
47,945
+4,274
2
$13.9M 7.34%
495,000
+36,123
3
$12.4M 6.51%
114,406
-595
4
$10.5M 5.52%
39,753
+2,502
5
$8.9M 4.68%
190,365
+31,471
6
$8.37M 4.41%
31,995
-3,512
7
$7.43M 3.91%
84,123
-939
8
$7.27M 3.83%
12,399
+982
9
$6.32M 3.33%
35,293
+10,743
10
$6.24M 3.29%
36,935
-7,128
11
$5.93M 3.12%
71,832
+10,557
12
$5.44M 2.86%
29,194
+214
13
$4.36M 2.3%
18,730
-1,049
14
$4.29M 2.26%
21,639
+415
15
$4.23M 2.23%
193,043
-1,960
16
$3.33M 1.75%
53,486
-5,469
17
$3.26M 1.71%
7,569
+188
18
$2.88M 1.51%
17,336
+146
19
$2.4M 1.26%
4,193
-72
20
$2.33M 1.22%
+27,965
21
$2.04M 1.07%
16,769
+2,607
22
$1.89M 0.99%
6,893
-1,578
23
$1.85M 0.97%
14,448
-1,156
24
$1.66M 0.88%
6,783
+3,910
25
$1.5M 0.79%
8,700
-740
1
2 3 4