NEGWA

New England Guild Wealth Advisors Portfolio holdings

AUM $190M
1-Year Est. Return 17.1%
This Quarter Est. Return
1 Year Est. Return
-17.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$104M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Financials 1.84%
2 Technology 1.4%
3 Energy 0.46%
4 Consumer Discretionary 0.33%
5 Healthcare 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$222K 0.21%
+2,420
52
$207K 0.2%
+4,295
53
$129K 0.12%
+17,369