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
$200M
AUM Growth
+$9.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$3.34M
2
+$2.59M
3
+$1.62M
4
XSMO icon
Invesco S&P SmallCap Momentum ETF
XSMO
+$953K
5
XMHQ icon
Invesco S&P MidCap Quality ETF
XMHQ
+$769K

Top Sells

1
+$4.11M
2
+$1.12M
3
+$705K
4
SPG icon
Simon Property Group
SPG
+$596K
5
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$569K

Sector Composition

1 Consumer Discretionary 9%
2 Technology 8.61%
3 Real Estate 4.43%
4 Communication Services 3.74%
5 Financials 1.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$27.5M 13.78%
46,748
-1,197
2
$14.3M 7.15%
522,380
+27,380
3
$11.7M 5.87%
110,479
-3,927
4
$11.1M 5.58%
248,192
+57,827
5
$10.6M 5.32%
40,246
+493
6
$9.53M 4.77%
54,365
+19,072
7
$8.82M 4.42%
21,830
-10,165
8
$8.12M 4.06%
13,051
+652
9
$6.67M 3.34%
78,759
+6,927
10
$6.29M 3.15%
28,652
-542
11
$6.16M 3.09%
77,010
-7,113
12
$5.76M 2.89%
33,474
-3,461
13
$4.6M 2.31%
18,378
-352
14
$4.6M 2.3%
23,473
+1,834
15
$3.74M 1.87%
175,929
-17,114
16
$3.35M 1.68%
17,720
+384
17
$3.32M 1.66%
7,883
+314
18
$2.72M 1.36%
50,018
-3,468
19
$2.63M 1.32%
4,498
+305
20
$2.52M 1.26%
30,785
+2,820
21
$2.21M 1.11%
16,481
-288
22
$1.98M 0.99%
8,522
-178
23
$1.9M 0.95%
14,895
+447
24
$1.62M 0.81%
+66,589
25
$1.55M 0.78%
6,405
-378
1
2 3 4