We are live on ! Find out more
NEWAS

N.E.W. Advisory Services Portfolio holdings

AUM $1.34B
1-Year Est. Return 15.38%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.12B
AUM Growth
+$88.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
882
New
Increased
Reduced
Closed

Sector Composition

1 Financials 3.33%
2 Technology 3.22%
3 Consumer Staples 1.49%
4 Consumer Discretionary 0.93%
5 Industrials 0.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$129K 0.01%
1,093
-5
227
$129K 0.01%
1,563
+4
228
$123K 0.01%
580
229
$118K 0.01%
1,180
230
$118K 0.01%
1,405
231
$117K 0.01%
1,193
-43
232
$116K 0.01%
27
233
$114K 0.01%
1,750
-41,648
234
$113K 0.01%
796
-350
235
$113K 0.01%
9,274
+3,974
236
$112K 0.01%
2,014
237
$110K 0.01%
1,810
+1
238
$109K 0.01%
5,156
-666
239
$107K 0.01%
972
240
$107K 0.01%
221
241
$107K 0.01%
454
+1
242
$106K 0.01%
635
243
$104K 0.01%
+8,438
244
$104K 0.01%
3,797
+617
245
$101K 0.01%
840
246
$101K 0.01%
212
247
$100K 0.01%
+1,954
248
$98.5K 0.01%
681
249
$97.2K 0.01%
1,041
250
$96.9K 0.01%
1,332
-5