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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
601
$8.25K ﹤0.01%
157
602
$8.23K ﹤0.01%
210
+1
603
$8.2K ﹤0.01%
15
604
$8.14K ﹤0.01%
72
605
$8.07K ﹤0.01%
253
606
$8.07K ﹤0.01%
500
607
$8.05K ﹤0.01%
68
608
$7.93K ﹤0.01%
356
609
$7.91K ﹤0.01%
200
610
$7.75K ﹤0.01%
600
611
$7.55K ﹤0.01%
173
612
$7.54K ﹤0.01%
306
613
$7.51K ﹤0.01%
40
614
$7.39K ﹤0.01%
140
615
$7.36K ﹤0.01%
71
616
$7.33K ﹤0.01%
100
617
$7.33K ﹤0.01%
100
618
$7.18K ﹤0.01%
215
619
$7.17K ﹤0.01%
85
620
$7.16K ﹤0.01%
16
621
$7.07K ﹤0.01%
170
622
$7.06K ﹤0.01%
140
623
$7.02K ﹤0.01%
132
624
$6.99K ﹤0.01%
+196
625
$6.93K ﹤0.01%
176
+1