NEPWA

New England Private Wealth Advisors Portfolio holdings

AUM $759M
1-Year Est. Return 11.21%
This Quarter Est. Return
1 Year Est. Return
+11.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$547M
AUM Growth
-$380K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$379K
2 +$15.6K
3 +$9.56K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$7.23K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$6.14K

Sector Composition

1 Real Estate 12.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$208K 0.04%
2,723
102
$202K 0.04%
1,624
-2
103
$201K 0.04%
962
-1
104
$177K 0.03%
10,444
-1
105
-9,854