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Robbie Hayes

@N.e.w. Advisory Services Llc

Latest period2024 - Q3ReportedManaged Assets$1.014BTotal holdings183
Assets growth rate9.46%Assets growth rate (2-Q avg)6.14%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in N.e.w. Advisory Services Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 183 positions.

Assets under management

The assets under management (AUM) of N.e.w. Advisory Services Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 1.014B in assets, with a quarterly growth rate of 9.46% and a 2-quarter average growth rate of 6.14%. The portfolio is managed by Robbie Hayes, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
AHRAmerican Healthcare Reit Inc
Recent Activity
New Position
0.12%
$1.193M
45,720 shares@ $26.1 avg price
SCHDSchwab Strategic Tr
Recent Activity
New Position
0.03%
$285,965
3,383 shares@ $84.54 avg price
SYFIAb Active Etfs Inc
Recent Activity
New Position
0.03%
$264,233
7,350 shares@ $35.96 avg price
SOSouthern Co
Recent Activity
New Position
0.03%
$256,109
2,840 shares@ $90.18 avg price
DEDeere & Co
Recent Activity
New Position
0.03%
$240,359
576 shares@ $417.29 avg price
IJKIshares Tr
Recent Activity
New Position
0.02%
$200,316
2,179 shares@ $91.94 avg price