NEGWA
New England Guild Wealth Advisors Portfolio holdings
AUM
$190M
This Quarter Return
+4.55%
1 Year Return
-17.1%
3 Year Return
+6.04%
5 Year Return
+13.76%
10 Year Return
–
AUM
$178M
AUM Growth
+$178M
(+5.5%)
Cap. Flow
+$2.42M
Cap. Flow
% of AUM
1.36%
Top 10 Holdings %
Top 10 Hldgs %
54.17%
Holding
70
New
9
Increased
18
Reduced
26
Closed
1
Top Buys
| 1 |
iShares MSCI Emerging Markets ETF
EEM
|
$1.19M |
| 2 |
Vanguard Small-Cap ETF
VB
|
$1.18M |
| 3 |
iShares Russell 2000 ETF
IWM
|
$964K |
| 4 |
iShares China Large-Cap ETF
FXI
|
$556K |
| 5 |
Vanguard Total Stock Market ETF
VTI
|
$403K |
Top Sells
Sector Composition
| 1 | Technology | 1.13% |
| 2 | Consumer Discretionary | 0.78% |
| 3 | Financials | 0.68% |
| 4 | Industrials | 0.19% |
| 5 | Consumer Staples | 0.14% |
