test

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
VXUSVanguard Star Fds
Recent Activity
Increased 7.07%
2.24%
$22.703M
350,680 shares@ $64.75 avg price
DFACDimensional Etf Trust
Recent Activity
Increased 0.75%
2.1%
$21.222M
618,905 shares@ $34.3 avg price
BNDVanguard Bd Index Fds
Recent Activity
Increased 13.59%
1.99%
$20.117M
267,838 shares@ $75.12 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Increased 0.56%
1.8%
$18.177M
39,495 shares@ $460.25 avg price
SPEMSpdr Index Shs Fds
Recent Activity
Decreased -4.34%
1.76%
$17.835M
432,052 shares@ $41.28 avg price
AVUVAmerican Centy Etf Tr
Recent Activity
Increased 9.71%
1.67%
$16.858M
175,692 shares@ $95.95 avg price
AAPLApple Inc
Recent Activity
Decreased -4.04%
1.56%
$15.765M
67,663 shares@ $233.01 avg price
PGProcter And Gamble Co
Recent Activity
Decreased -1.44%
1.5%
$15.193M
87,720 shares@ $173.2 avg price
GWXSpdr Index Shs Fds
Recent Activity
Decreased -4.29%
1.38%
$13.907M
407,480 shares@ $34.14 avg price
VXFVanguard Index Fds
Recent Activity
Increased 2.09%
1.17%
$11.843M
65,076 shares@ $181.99 avg price