NC

NewSquare Capital Portfolio holdings

AUM $1.47B
1-Year Est. Return 16.58%
This Quarter Est. Return
1 Year Est. Return
+16.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.23B
AUM Growth
-$25.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,249
New
Increased
Reduced
Closed

Sector Composition

1 Technology 6.81%
2 Financials 6.12%
3 Consumer Discretionary 4.65%
4 Industrials 3.66%
5 Healthcare 3.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$19.8K ﹤0.01%
78
+63
352
$19.8K ﹤0.01%
66
+61
353
$19.7K ﹤0.01%
155
+142
354
$19.7K ﹤0.01%
430
+263
355
$19.7K ﹤0.01%
95
+78
356
$19.5K ﹤0.01%
94
+80
357
$19.4K ﹤0.01%
82
+72
358
$19.3K ﹤0.01%
1,418
+1,062
359
$19.2K ﹤0.01%
157
360
$19.1K ﹤0.01%
175
+137
361
$19K ﹤0.01%
572
+246
362
$19K ﹤0.01%
235
+161
363
$18.8K ﹤0.01%
23
+17
364
$18.7K ﹤0.01%
373
+294
365
$18.6K ﹤0.01%
106
+72
366
$18.6K ﹤0.01%
480
+450
367
$18.6K ﹤0.01%
320
+284
368
$18.5K ﹤0.01%
68
+58
369
$18.5K ﹤0.01%
294
+247
370
$18.4K ﹤0.01%
10
+9
371
$18.4K ﹤0.01%
36
+30
372
$18.4K ﹤0.01%
154
+125
373
$18.3K ﹤0.01%
221
+122
374
$18.3K ﹤0.01%
389
+335
375
$18.3K ﹤0.01%
177
+161