NEPWA
New England Private Wealth Advisors Portfolio holdings
AUM
$684M
This Quarter Return
+4.72%
1 Year Return
+13.15%
3 Year Return
+36.32%
5 Year Return
+59.76%
10 Year Return
+117.15%
AUM
$313M
AUM Growth
+$25M
(+8.7%)
Cap. Flow
+$12.4M
Cap. Flow
% of AUM
3.95%
Top 10 Holdings %
Top 10 Hldgs %
53.62%
Holding
139
New
19
Increased
73
Reduced
24
Closed
3
Top Buys
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$1.24M |
| 2 |
Alphabet (Google) Class A
GOOGL
|
$871K |
| 3 |
Apple
AAPL
|
$815K |
| 4 |
Invesco S&P 500 Pure Growth ETF
RPG
|
$561K |
| 5 |
Amazon
AMZN
|
$559K |
Sector Composition
| 1 | Technology | 2.41% |
| 2 | Financials | 2.31% |
| 3 | Healthcare | 1.56% |
| 4 | Industrials | 1.41% |
| 5 | Energy | 1.19% |
