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
$383M
AUM Growth
-$28.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$3.8M
2
+$1.84M
3
+$1.73M
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$1.31M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$1.11M

Top Sells

1
+$5.31M
2
+$4.18M
3
+$3.3M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.76M
5
NEOG icon
Neogen
NEOG
+$1.6M

Sector Composition

1 Communication Services 0%
2 Consumer Discretionary 0%
3 Consumer Staples 0%
4 Energy 0%
5 Financials 0%
Name Market Value Portfolio Weight Shares or Principal Change
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