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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
701
$3.36K ﹤0.01%
185
702
$3.35K ﹤0.01%
272
703
$3.3K ﹤0.01%
50
+41
704
$3.3K ﹤0.01%
200
705
$3.25K ﹤0.01%
36
706
$3.24K ﹤0.01%
12
707
$3.24K ﹤0.01%
800
708
$3.23K ﹤0.01%
160
709
$3.2K ﹤0.01%
18
-2
710
$3.12K ﹤0.01%
250
711
$3.05K ﹤0.01%
70
712
$2.96K ﹤0.01%
2,000
713
$2.93K ﹤0.01%
105
714
$2.91K ﹤0.01%
62
715
$2.87K ﹤0.01%
50
-5
716
$2.83K ﹤0.01%
100
717
$2.75K ﹤0.01%
60
718
$2.74K ﹤0.01%
72
719
$2.68K ﹤0.01%
90
720
$2.65K ﹤0.01%
35
721
$2.64K ﹤0.01%
288
722
$2.6K ﹤0.01%
40
723
$2.59K ﹤0.01%
9
-2
724
$2.57K ﹤0.01%
148
725
$2.53K ﹤0.01%
30