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
$162M
AUM Growth
-$26.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$1.18M
2 +$447K
3 +$372K
4
AIG icon
American International
AIG
+$307K
5
MTB icon
M&T Bank
MTB
+$270K

Top Sells

1 +$960K
2 +$702K
3 +$600K
4
IYR icon
iShares US Real Estate ETF
IYR
+$596K
5
PBCT
People's United Financial Inc
PBCT
+$287K

Sector Composition

1 Technology 1.46%
2 Financials 1.25%
3 Industrials 0.77%
4 Real Estate 0.74%
5 Consumer Discretionary 0.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-14,363