NC

NewSquare Capital Portfolio holdings

AUM $1.35B
1-Year Est. Return 14.04%
This Quarter Est. Return
1 Year Est. Return
+14.04%
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%