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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
501
$16.1K ﹤0.01%
1,000
502
$16K ﹤0.01%
68
503
$15.9K ﹤0.01%
318
+200
504
$15.9K ﹤0.01%
27
505
$15.9K ﹤0.01%
2,194
+37
506
$15.9K ﹤0.01%
117
507
$15.8K ﹤0.01%
61
508
$15.6K ﹤0.01%
420
509
$15.5K ﹤0.01%
161
-125
510
$15.4K ﹤0.01%
128
511
$15.1K ﹤0.01%
179
+1
512
$15K ﹤0.01%
188
513
$14.9K ﹤0.01%
88
514
$14.8K ﹤0.01%
114
+1
515
$14.7K ﹤0.01%
116
516
$14.7K ﹤0.01%
+1,000
517
$14.6K ﹤0.01%
1,375
518
$14.4K ﹤0.01%
300
519
$14.4K ﹤0.01%
41
520
$14.3K ﹤0.01%
46
521
$14.2K ﹤0.01%
3,681
+104
522
$14.1K ﹤0.01%
84
523
$14K ﹤0.01%
429
524
$13.7K ﹤0.01%
551
525
$13.6K ﹤0.01%
84