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
1 Year Est. Return
+15.38%
AUM
$572M
AUM Growth
+$43.8M
(+8.3%)
Holding
165
Top Buys
| 1 | +$36.4M | |
| 2 | +$18.7M | |
| 3 | +$15.6M | |
| 4 |
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
|
+$13.3M |
| 5 |
iShares Core International Aggregate Bond Fund
IAGG
|
+$12.2M |
Top Sells
| 1 | +$39M | |
| 2 | +$5.19M | |
| 3 | +$4.74M | |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
+$2.09M |
| 5 |
State Street SPDR S&P Emerging Markets Small Cap ETF
EWX
|
+$1.74M |
Sector Composition
| 1 | Financials | 2.95% |
| 2 | Consumer Staples | 2.59% |
| 3 | Technology | 2.12% |
| 4 | Consumer Discretionary | 0.92% |
| 5 | Utilities | 0.64% |