NWA

New World Advisors Portfolio holdings

AUM $470M
1-Year Est. Return 13.46%
This Quarter Est. Return
1 Year Est. Return
+13.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$141M
AUM Growth
+$20.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1 +$970K
2 +$788K
3 +$577K
4
AAPL icon
Apple
AAPL
+$475K
5
DGS icon
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
+$331K

Top Sells

1 +$11M
2 +$151K

Sector Composition

1 Consumer Discretionary 91.62%
2 Technology 1.48%
3 Financials 1.32%
4 Communication Services 0.87%
5 Energy 0.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$0 ﹤0.01%
+14
127
$0 ﹤0.01%
+6
128
$0 ﹤0.01%
+5
129
$0 ﹤0.01%
+2
130
$0 ﹤0.01%
+1
131
$0 ﹤0.01%
+2