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NewSquare Capital Portfolio holdings
AUM
$1.15B
1-Year Est. Return
24.78%
This Fund
S&P 500
1 Year Est. Return
+24.78%
AUM
$208M
AUM Growth
+$5.82M
(+2.9%)
Holding
288
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 |
iShares Core US Aggregate Bond ETF
AGG
|
+$1.68M |
Top Sells
| 1 | +$4.85M | |
| 2 | +$3.6M | |
| 3 | +$3.35M | |
| 4 |
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% |