NEPWA

New England Private Wealth Advisors Portfolio holdings

AUM $684M
1-Year Est. Return 13.15%
This Quarter Est. Return
1 Year Est. Return
+13.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$631M
AUM Growth
+$11.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Sells

1 +$5.09M
2 +$4.53M
3 +$3.66M
4
XT icon
iShares Future Exponential Technologies ETF
XT
+$2.79M
5
BNL icon
Broadstone Net Lease
BNL
+$613K

Sector Composition

1 Real Estate 4.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-9,639
152
-6,765
153
-1,504
154
-9,055
155
-202,042
156
-140,391