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
$846M
AUM Growth
+$44.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
994
New
Increased
Reduced
Closed

Top Buys

1
+$7.68M
2
+$6.07M
3
+$5.89M
4
EWQ icon
iShares MSCI France ETF
EWQ
+$5.14M
5
FTXL icon
First Trust Nasdaq Semiconductor ETF
FTXL
+$4.81M

Top Sells

1
+$8.08M
2
+$6.21M
3
+$5.59M
4
ECH icon
iShares MSCI Chile ETF
ECH
+$5.5M
5
FXN icon
First Trust Energy AlphaDEX Fund
FXN
+$5.09M

Sector Composition

1 Financials 5.98%
2 Technology 5.48%
3 Consumer Discretionary 4.89%
4 Industrials 4.33%
5 Healthcare 4.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$1.91K ﹤0.01%
+33
577
$1.91K ﹤0.01%
61
+11
578
$1.86K ﹤0.01%
20
579
$1.84K ﹤0.01%
199
+198
580
$1.82K ﹤0.01%
34
581
$1.82K ﹤0.01%
10
582
$1.8K ﹤0.01%
+26
583
$1.78K ﹤0.01%
+33
584
$1.75K ﹤0.01%
135
585
$1.74K ﹤0.01%
29
586
$1.72K ﹤0.01%
+22
587
$1.69K ﹤0.01%
+44
588
$1.67K ﹤0.01%
100
589
$1.66K ﹤0.01%
12
590
$1.65K ﹤0.01%
5
591
$1.62K ﹤0.01%
52
+7
592
$1.62K ﹤0.01%
12
593
$1.6K ﹤0.01%
140
594
$1.59K ﹤0.01%
8
595
$1.58K ﹤0.01%
15
596
$1.55K ﹤0.01%
7
597
$1.52K ﹤0.01%
210
+60
598
$1.5K ﹤0.01%
18
599
$1.5K ﹤0.01%
5
600
$1.49K ﹤0.01%
290
22 23
24
25 26