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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
326
$46.1K ﹤0.01%
227
327
$46.1K ﹤0.01%
384
+228
328
$46K ﹤0.01%
1,625
329
$46K ﹤0.01%
314
-37
330
$45.7K ﹤0.01%
2,663
+507
331
$45.4K ﹤0.01%
65
332
$45.3K ﹤0.01%
174
333
$45.3K ﹤0.01%
383
-1
334
$44.6K ﹤0.01%
1,066
-29
335
$44.4K ﹤0.01%
+8,245
336
$44.4K ﹤0.01%
1,412
337
$43.5K ﹤0.01%
632
338
$42.6K ﹤0.01%
426
339
$42.4K ﹤0.01%
2,200
340
$42.2K ﹤0.01%
457
+1
341
$42K ﹤0.01%
515
342
$41.9K ﹤0.01%
228
343
$41.8K ﹤0.01%
403
344
$41.1K ﹤0.01%
119
345
$41.1K ﹤0.01%
137
-10
346
$40.9K ﹤0.01%
545
347
$40.8K ﹤0.01%
1,020
348
$40.7K ﹤0.01%
510
-45
349
$40.4K ﹤0.01%
179
+15
350
$40.2K ﹤0.01%
400