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
$278M
AUM Growth
+$16.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Sells

1 +$240K
2 +$221K
3 +$191K
4
RFG icon
Invesco S&P MidCap 400 Pure Growth ETF
RFG
+$150K
5
STAG icon
STAG Industrial
STAG
+$145K

Sector Composition

1 Technology 2.72%
2 Financials 1.93%
3 Healthcare 1.62%
4 Communication Services 1.56%
5 Industrials 1.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-11,500