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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
$326M
AUM Growth
+$28.3M
(+9.5%)
Holding
361
Top Buys
| 1 | +$5.03M | |
| 2 | +$4.91M | |
| 3 | +$3.75M | |
| 4 |
First Trust Consumer Staples AlphaDEX Fund
FXG
|
+$2.96M |
| 5 |
First Trust Consumer Discretionary AlphaDEX Fund
FXD
|
+$2.95M |
Top Sells
| 1 | +$4.88M | |
| 2 | +$1.52M | |
| 3 | +$1.39M | |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
+$1.07M |
| 5 |
IBCE
iShares iBonds Mar 2023 Term Corporate ex-Financials ETF
IBCE
|
+$1.06M |
Sector Composition
| 1 | Financials | 1.02% |
| 2 | Energy | 0.9% |
| 3 | Healthcare | 0.83% |
| 4 | Consumer Staples | 0.73% |
| 5 | Technology | 0.6% |