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
$1.26B
AUM Growth
+$95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
402
New
Increased
Reduced
Closed

Top Buys

1 +$8.11M
2 +$8.01M
3 +$6.9M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$5.91M
5
FISV
Fiserv Inc
FISV
+$5.55M

Sector Composition

1 Technology 6.86%
2 Consumer Discretionary 5.95%
3 Financials 5.65%
4 Healthcare 4.09%
5 Industrials 3.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$0 ﹤0.01%
63