New England Private Wealth Advisors LLC Fund Performance

FundPortfolio ManagerPerformance 24Q4AUM# of HoldingsPerformance Rank Allocation
New England Private Wealth Advisors LLCNew England Private Wealth Advisors LLC-2.12%$631199000 144

Top Holdings Performance History

New England Private Wealth Advisors LLC Holdings Map

Top 50 New England Private Wealth Advisors LLC Holdings


Stock Company Name % of Portfolio Δ % of Portf Shares Owned Calls/Puts Value Owned Trade Value Latest Activity Ownership Hist Net Ownership Hist Average Buy Price Price History Sector Date

Largest Stock Buys since Q4 2024:

Stock Company Name % of Portfolio Δ % of Portf Shares Owned Calls/Puts Value Owned Trade Value Latest Activity Ownership Hist Net Ownership Hist Average Buy Price Price History Date

Largest Stock Sells since Q4 2024:

Stock Company Name % of Portfolio Δ % of Portf Shares Owned Calls/Puts Value Owned Trade Value Latest Activity Ownership Hist Net Ownership Hist Average Buy Price Price History Date

Portfolio Structure

Sector Allocation over time

New England Private Wealth Advisors LLC Performance History

Performance Metric 3-Year Annualized Return 3-Year Cumulative Return Compared to other Funds

Performance vs S&P500

Performance compared to other Funds