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
276
$74.4K 0.01%
93
277
$74K 0.01%
1,260
278
$72.9K 0.01%
290
279
$72.7K 0.01%
355
+1
280
$72K 0.01%
1,489
281
$71.8K 0.01%
551
282
$68.8K 0.01%
1,195
+4
283
$68.4K 0.01%
1,145
+1
284
$68.2K 0.01%
480
285
$68.2K 0.01%
760
+400
286
$68K 0.01%
3,482
-233
287
$65.5K 0.01%
779
+370
288
$65.3K 0.01%
859
+55
289
$64.7K 0.01%
1,282
290
$64.7K 0.01%
160
291
$64.2K 0.01%
377
292
$63.5K 0.01%
6,000
293
$63.5K 0.01%
225
-221
294
$63.3K 0.01%
488
295
$62.6K 0.01%
500
296
$62.4K 0.01%
925
297
$62.3K 0.01%
622
298
$62.1K 0.01%
612
+1
299
$62.1K 0.01%
2,916
300
$61.1K 0.01%
992