We are live on ! Find out more
NC

NewSquare Capital Portfolio holdings

AUM $1.15B
1-Year Est. Return 24.78%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.05B
AUM Growth
+$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
656
New
Increased
Reduced
Closed

Sector Composition

1 Technology 6.44%
2 Financials 5.97%
3 Consumer Discretionary 5.48%
4 Healthcare 4.29%
5 Industrials 3.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
551
-9
552
-44
553
-26
554
-5
555
-733
556
-14
557
-2
558
-500
559
-24
560
-3
561
0
562
0
563
0
564
-420
565
-2,045
566
-116
567
-265
568
-311
569
-124
570
-294
571
-10
572
-51
573
-3
574
-302
575
-16