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
626
$6.93K ﹤0.01%
364
+304
627
$6.8K ﹤0.01%
13
628
$6.77K ﹤0.01%
50
629
$6.75K ﹤0.01%
150
630
$6.69K ﹤0.01%
100
631
$6.63K ﹤0.01%
113
632
$6.62K ﹤0.01%
50
633
$6.6K ﹤0.01%
+400
634
$6.38K ﹤0.01%
1,019
-775
635
$6.37K ﹤0.01%
1,000
636
$6.32K ﹤0.01%
100
637
$6.14K ﹤0.01%
+19
638
$6.08K ﹤0.01%
40
639
$6K ﹤0.01%
27
640
$5.95K ﹤0.01%
80
641
$5.92K ﹤0.01%
76
642
$5.84K ﹤0.01%
12
643
$5.83K ﹤0.01%
44
644
$5.68K ﹤0.01%
200
645
$5.67K ﹤0.01%
68
646
$5.63K ﹤0.01%
300
647
$5.56K ﹤0.01%
65
648
$5.56K ﹤0.01%
62
649
$5.51K ﹤0.01%
261
650
$5.45K ﹤0.01%
221