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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
1 Year Est. Return
+15.38%
AUM
$1.03B
AUM Growth
-$276M
(-21%)
Holding
927
Top Buys
| 1 | +$1.28M | |
| 2 | +$940K | |
| 3 | +$564K | |
| 4 |
VSDM
Vanguard Short Duration Tax-Exempt Bond ETF
VSDM
|
+$405K |
| 5 |
Invesco Trust Investment Grade Municipals
VGM
|
+$354K |
Top Sells
| 1 | +$29.2M | |
| 2 | +$26.4M | |
| 3 | +$20M | |
| 4 |
JPMorgan Core Plus Bond ETF
JCPB
|
+$14.4M |
| 5 |
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
|
+$13.8M |
Sector Composition
| 1 | Financials | 3.5% |
| 2 | Technology | 3.06% |
| 3 | Consumer Staples | 1.66% |
| 4 | Consumer Discretionary | 0.96% |
| 5 | Industrials | 0.81% |