NWS

Newport Wealth Strategies Portfolio holdings

AUM $165M
1-Year Est. Return 24.54%
This Quarter Est. Return
1 Year Est. Return
+24.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$165M
AUM Growth
-$7.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Sector Composition

1 Technology 8.35%
2 Communication Services 4.24%
3 Financials 4.01%
4 Consumer Discretionary 3.68%
5 Energy 1.97%