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Home > Institutional Investor > New Insight Wealth Advisors > Profile

Instuitional Investor - New Insight Wealth Advisors

Fund Profile
Filing Period:
Fund Name: New Insight Wealth Advisors
Portfolio Value $199,655,307
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 46,748 $27,519,577 13.78%
2.
Schwab Strategic Trust
 FNDF 522,380 $14,271,429 7.14%
3.
Vanguard Admiral Fds Inc
 110,479 $11,715,202 5.86%
4.
Fidelity Merrimack Str Tr
 248,192 $11,136,365 5.57%
5.
Vanguard Index Fds
 40,246 $10,630,133 5.32%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)