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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

Top Buys

1
+$6.4M
2
+$3.78M
3
+$3.75M
4
BND icon
Vanguard Total Bond Market
BND
+$2.63M
5
SPAB icon
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
+$1.75M

Top Sells

1
+$2.66M
2
+$1.58M
3
+$1.52M
4
VIOV icon
Vanguard S&P Small-Cap 600 Value ETF
VIOV
+$1.51M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$1.05M

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
776
$1.31K ﹤0.01%
20
777
$1.29K ﹤0.01%
43
-48
778
$1.28K ﹤0.01%
23
779
$1.26K ﹤0.01%
285
780
$1.26K ﹤0.01%
62
781
$1.25K ﹤0.01%
247
782
$1.18K ﹤0.01%
12
783
$1.16K ﹤0.01%
78
784
$1.15K ﹤0.01%
22
785
$1.15K ﹤0.01%
116
+1
786
$1.13K ﹤0.01%
+60
787
$1.12K ﹤0.01%
97
788
$1.11K ﹤0.01%
202
789
$1.09K ﹤0.01%
15
790
$1.08K ﹤0.01%
15
791
$1.07K ﹤0.01%
34
792
$1.05K ﹤0.01%
11
793
$1.04K ﹤0.01%
+20
794
$1.03K ﹤0.01%
104
795
$1.02K ﹤0.01%
23
796
$1.01K ﹤0.01%
20
-1,033
797
$1.01K ﹤0.01%
40
798
$998 ﹤0.01%
200
799
$997 ﹤0.01%
100
-14
800
$985 ﹤0.01%
11
30 31
32
33 34