NEPWA
New England Private Wealth Advisors Portfolio holdings
AUM
$684M
This Quarter Return
+1.94%
1 Year Return
+13.15%
3 Year Return
+36.32%
5 Year Return
+59.76%
10 Year Return
+117.15%
AUM
$355M
AUM Growth
+$355M
(+0.2%)
Cap. Flow
-$5.11M
Cap. Flow
% of AUM
-1.44%
Top 10 Holdings %
Top 10 Hldgs %
50.79%
Holding
155
New
6
Increased
71
Reduced
31
Closed
5
Top Buys
| 1 |
iShares Exponential Technologies ETF
XT
|
$841K |
| 2 |
iShares MSCI EAFE ETF
EFA
|
$718K |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$563K |
| 4 |
iShares MSCI USA Momentum Factor ETF
MTUM
|
$450K |
| 5 |
Vanguard Total Stock Market ETF
VTI
|
$306K |
Top Sells
Sector Composition
| 1 | Technology | 2.82% |
| 2 | Financials | 2.46% |
| 3 | Healthcare | 1.53% |
| 4 | Industrials | 1.26% |
| 5 | Energy | 1.21% |
