Latest New Insight Wealth Advisors Stock Portfolio
$169Million– No. of Holdings #82
New Insight Wealth Advisors Performance:
2024 Q2: 2.18%YTD: 3.27%
Performance for 2024 Q2 is 2.18%, and YTD is 3.27%.
About New Insight Wealth Advisors and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, New Insight Wealth Advisors reported an equity portfolio of $169.9 Millions as of 30 Jun, 2024.
The top stock holdings of New Insight Wealth Advisors are IJR, FNDA, IVOG. The fund has invested 14.1% of it's portfolio in ISHARES TR and 7% of portfolio in SCHWAB STRATEGIC TR.
The fund managers got completely rid off CITIGROUP INC (C), CVS HEALTH CORP (CVS) and INTEL CORP (INTC) stocks. They significantly reduced their stock positions in FIRST TR STOXX EUROPEAN SELE (FDD), PFIZER INC (PFE) and ISHARES TR (AMPS). New Insight Wealth Advisors opened new stock positions in VANECK ETF TRUST (AFK), SPDR SER TR (BIL) and FIDELITY COVINGTON TRUST (FBCG). The fund showed a lot of confidence in some stocks as they added substantially to SPDR SER TR (BIL), VANGUARD INDEX FDS (VB) and COLUMBIA ETF TR I (DIAL).
The top stock holdings of New Insight Wealth Advisors are IJR, FNDA, IVOG. The fund has invested 14.1% of it's portfolio in ISHARES TR and 7% of portfolio in SCHWAB STRATEGIC TR.
The fund managers got completely rid off CITIGROUP INC (C), CVS HEALTH CORP (CVS) and INTEL CORP (INTC) stocks. They significantly reduced their stock positions in FIRST TR STOXX EUROPEAN SELE (FDD), PFIZER INC (PFE) and ISHARES TR (AMPS). New Insight Wealth Advisors opened new stock positions in VANECK ETF TRUST (AFK), SPDR SER TR (BIL) and FIDELITY COVINGTON TRUST (FBCG). The fund showed a lot of confidence in some stocks as they added substantially to SPDR SER TR (BIL), VANGUARD INDEX FDS (VB) and COLUMBIA ETF TR I (DIAL).
New Insight Wealth Advisors Equity Portfolio Value
Last Reported on: 15 Aug, 2024
New Insight Wealth Advisors Annual Return Estimates Vs S&P 500
Our best estimate is that New Insight Wealth Advisors made a return of 2.18% in the last quarter. In trailing 12 months, it's portfolio return was NA%.
New Buys
| Ticker | $ Bought |
|---|---|
| vaneck etf trust | 748,991 |
| spdr ser tr | 568,787 |
| fidelity covington trust | 390,584 |
| crowdstrike hldgs inc | 240,260 |
| qualcomm inc | 236,028 |
| under armour inc | 76,714 |
New stocks bought by New Insight Wealth Advisors
Additions
| Ticker | % Inc. |
|---|---|
| spdr ser tr | 59.02 |
| vanguard index fds | 49.84 |
| columbia etf tr i | 37.91 |
| schwab strategic tr | 34.02 |
| invesco exch traded fd tr ii | 32.17 |
| vanguard index fds | 23.26 |
| fidelity merrimack str tr | 20.99 |
| first tr exch traded fd iii | 18.4 |
Additions to existing portfolio by New Insight Wealth Advisors
Reductions
| Ticker | % Reduced |
|---|---|
| first tr stoxx european sele | -45.49 |
| pfizer inc | -40.07 |
| ishares tr | -35.08 |
| uber technologies inc | -33.05 |
| vanguard scottsdale fds | -29.96 |
| ishares tr | -22.59 |
| spdr ser tr | -17.45 |
| invesco exch traded fd tr ii | -17.01 |
New Insight Wealth Advisors reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| ishares tr | -245,042 |
| bank america corp | -231,464 |
| intel corp | -263,032 |
| citigroup inc | -356,547 |
| cisco sys inc | -201,451 |
| cvs health corp | -290,486 |
| rambus inc del | -200,017 |
New Insight Wealth Advisors got rid off the above stocks
Sector Distribution
New Insight Wealth Advisors has about 68.5% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 68.5 |
| Consumer Cyclical | 9 |
| Technology | 8.5 |
| Real Estate | 6.1 |
| Communication Services | 4.4 |
| Healthcare | 1.2 |
| Financial Services | 1.2 |
Market Cap. Distribution
New Insight Wealth Advisors has about 30.6% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 68.5 |
| MEGA-CAP | 19.7 |
| LARGE-CAP | 10.9 |
Stocks belong to which Index?
About 26.5% of the stocks held by New Insight Wealth Advisors either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 72.5 |
| S&P 500 | 26.5 |
New Insight Wealth Advisors Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of New Insight Wealth Advisors
New Insight Wealth Advisors has 82 stocks in it's portfolio. About 56.5% of the portfolio is in top 10 stocks. CRM proved to be the most loss making stock for the portfolio. IJR was the most profitable stock for New Insight Wealth Advisors last quarter.
Last Reported on: 15 Aug, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 2.45 | 19,779 | 4,165,850 | added | 5.16 | ||
| AAXJ | ishares tr | 0.30 | 8,929 | 500,364 | reduced | -22.59 | ||
| AAXJ | ishares tr | 0.25 | 7,961 | 428,891 | added | 0.63 | ||
| AAXJ | ishares tr | 0.17 | 9,132 | 288,115 | reduced | -8.29 | ||
| AAXJ | ishares tr | 0.14 | 3,392 | 238,254 | reduced | -14.58 | ||
| AAXJ | ishares tr | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| ABBV | abbvie inc | 0.50 | 4,930 | 845,594 | reduced | -11.81 | ||
| ACWV | ishares inc | 0.16 | 7,139 | 264,500 | reduced | -12.4 | ||
| AFK | vaneck etf trust | 0.44 | 2,873 | 748,991 | new | |||
| AFK | vaneck etf trust | 0.27 | 5,290 | 458,167 | unchanged | 0.00 | ||
| AGZD | wisdomtree tr | 0.23 | 8,320 | 389,126 | reduced | -1.36 | ||
| AGZD | wisdomtree tr | 0.13 | 7,134 | 222,224 | reduced | -7.04 | ||
| AMPS | ishares tr | 0.70 | 14,125 | 1,185,940 | reduced | -10.68 | ||
| AMPS | ishares tr | 0.26 | 8,708 | 444,892 | reduced | -35.08 | ||
| AMZN | amazon com inc | 3.30 | 28,980 | 5,600,380 | added | 2.29 | ||
| AVGO | broadcom inc | 0.89 | 9,440 | 1,515,010 | added | 0.11 | ||
| BAB | invesco exch traded fd tr ii | 0.19 | 8,067 | 323,245 | reduced | -17.01 | ||
| BAB | invesco exch traded fd tr ii | 0.19 | 2,876 | 315,738 | added | 32.17 | ||
| BAC | bank america corp | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| BIL | spdr ser tr | 0.34 | 24,485 | 568,787 | new | |||