New Insight Wealth Advisors
RIA/Wealth
New Insight Wealth Advisors is a RIA/Wealth based in San Ramon, CA led by Josephine H Lee, reporting $338.8M in AUM as of Q3 2025 with 65% ETF concentration and 52% concentrated in top 10 holdings.
CCOJosephine H Lee
- Portfolio Value
- $259.5M
- Positions
- 104
- Top Holding
- IVV at 13.08%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in New Insight Wealth Advisors's portfolio (51.5% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $33.9M | 13.08% | +$1.2M Bought | — 50.7K shares | |
ETF ETF | $17.0M | 6.54% | +$1.3M Bought | — 367.0K shares | |
ETF ETF | $15.1M | 5.82% | +$933.8K Bought | — 51.5K shares | |
ETF ETF | $10.9M | 4.21% | -$78.4K Sold | — 14.6K shares | |
ETF ETF | $10.8M | 4.15% | -$5.1M Sold | — 394.8K shares | |
ETF ETF | $10.6M | 4.07% | -$1.2M Sold | — 95.6K shares | |
ETF ETF | $10.5M | 4.04% | -$1.6M Sold | — 55.3K shares | |
ETF ETF | $8.9M | 3.43% | -$85.0K Sold | — 86.2K shares | |
Auto - Manufacturers Consumer Cyclical | $8.8M | 3.38% | -$560.3K Sold | 0.00% 19.7K shares | |
Specialty Retail Consumer Cyclical | $7.3M | 2.81% | +$188.8K Bought | 0.00% 33.2K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in New Insight Wealth Advisors's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
+399.38% | |
+310.2% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
Sold | |
-63.24% |
Analytics
Portfolio insights and performance metrics for New Insight Wealth Advisors
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