TWD
NEWT icon

True Wealth Design’s NewtekOne NEWT Stock Holding History

True Wealth Design’s Portfolio NEWT Stock Details NEWT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.38K Buy
93
+50
+116% +$660 ﹤0.01% 1861
2026
Q1 		$471 Buy
43
+2
+5% +$25 ﹤0.01% 2079
2025
Q4 		$466 Sell
41
-130
-76% -$1.42K ﹤0.01% 1967
2025
Q3 		$1.96K Buy
171
+102
+148% +$1.21K ﹤0.01% 1469
2025
Q2 		$779 Buy
69
+46
+200% +$492 ﹤0.01% 1569
2025
Q1 		$276 Buy
+23
New +$291 ﹤0.01% 1813

Other funds holding NEWT

1IA
1620 Investment Advisors Plymouth, Massachusetts $161M AUM 30.15% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
TM
Torren Management San Diego, California $197M AUM