NC

NewSquare Capital Portfolio holdings

AUM $1.35B
1-Year Est. Return 14.04%
This Quarter Est. Return
1 Year Est. Return
+14.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$846M
AUM Growth
+$44.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
994
New
Increased
Reduced
Closed

Top Buys

1 +$7.68M
2 +$6.07M
3 +$5.89M
4
EWQ icon
iShares MSCI France ETF
EWQ
+$5.14M
5
FTXL icon
First Trust Nasdaq Semiconductor ETF
FTXL
+$4.81M

Top Sells

1 +$8.08M
2 +$6.21M
3 +$5.59M
4
ECH icon
iShares MSCI Chile ETF
ECH
+$5.5M
5
FXN icon
First Trust Energy AlphaDEX Fund
FXN
+$5.09M

Sector Composition

1 Financials 5.98%
2 Technology 5.48%
3 Consumer Discretionary 4.89%
4 Industrials 4.33%
5 Healthcare 4.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$23.7K ﹤0.01%
345
+258
252
$23.5K ﹤0.01%
501
253
$23.4K ﹤0.01%
572
+452
254
$23.2K ﹤0.01%
+173
255
$23.1K ﹤0.01%
186
+149
256
$22.6K ﹤0.01%
+432
257
$22.6K ﹤0.01%
155
+50
258
$22.2K ﹤0.01%
150
259
$22.1K ﹤0.01%
277
+275
260
$22K ﹤0.01%
556
+156
261
$22K ﹤0.01%
+216
262
$21.2K ﹤0.01%
8
+4
263
$21.1K ﹤0.01%
296
+144
264
$21K ﹤0.01%
387
+373
265
$21K ﹤0.01%
303
+200
266
$20.8K ﹤0.01%
44
+16
267
$20.3K ﹤0.01%
363
+333
268
$20.3K ﹤0.01%
1,157
+533
269
$20.2K ﹤0.01%
341
270
$19.6K ﹤0.01%
117
271
$19.5K ﹤0.01%
186
+20
272
$19.4K ﹤0.01%
465
+181
273
$19.3K ﹤0.01%
320
274
$18.8K ﹤0.01%
465
275
$18.7K ﹤0.01%
+590