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NC

NewSquare Capital Portfolio holdings

AUM $1.15B
1-Year Est. Return 24.78%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$208M
AUM Growth
+$5.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
288
New
Increased
Reduced
Closed

Top Buys

1
+$8.54M
2
+$3.62M
3
+$3.28M
4
IBCD
iShares iBonds Mar 2020 Term Corporate ex-Financials ETF
IBCD
+$1.98M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.68M

Top Sells

1
+$4.85M
2
+$3.6M
3
+$3.35M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.39M
5
DBV
Invesco DB G10 Currency Harvest Fund
DBV
+$1.31M

Sector Composition

1 Energy 1.16%
2 Healthcare 0.97%
3 Industrials 0.96%
4 Consumer Staples 0.88%
5 Technology 0.58%
Name Market Value Portfolio Weight Shares or Principal Change
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