NW

Newport Wealth Strategies, Inc.

13F
Newport Wealth Strategies, Inc.
Last update 2021-11-12 110 Stocks (4 new)
Value $164.00 Mil Turnover 2 %
Countries:
Top Holdings: SCHG(7.39%)VUG(5.94%)SCHX(5.93%)AAPL(5.33%)SCHM(3.65%)
Summary Stock Picks Current Portfolio
Newport Wealth Strategies, Inc... Top Holdings of 2021-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SCHG
Schwab U.S. Large-Cap Growth ETF
163,752
12,125.0
+2.28%
7.390
+0.17%
0.040
+25.61%
+6.74%
45,345.5
 
VUG
Vanguard Growth ETF
33,607
9,752.0
-3.46%
5.940
-0.20%
0.010
+27.35%
+9.24%
164,247.8
 
SCHX
Schwab U.S. Large-Cap ETF
187,012
9,727.0
+4.79%
5.930
+0.27%
0.010
+20.12%
+8.10%
57,122.4
 
AAPL
Apple Inc
61,836
8,750.0
-2.58%
5.330
-0.13%
0.000
+7.48%
-14.18%
3,202,241.1
Hardware
SCHM
Schwab U.S. Mid-Cap ETF
78,022
5,981.0
+1.75%
3.650
+0.06%
0.060
+18.24%
+4.98%
11,918.4
 
GOOGL
Alphabet Inc
38,960
5,208.0
-3.52%
3.170
-0.10%
0.000
+26.47%
+1.32%
2,326,066.7
Interactive Media
AMZN
Amazon.com Inc
28,200
4,632.0
+0.21%
2.820
+0.01%
0.000
+31.35%
+3.68%
2,414,901.7
Retail - Cyclical
GLD
SPDR Gold Shares ETF
28,187
4,629.0
+0.50%
2.820
+0.01%
0.010
+1.60%
+30.55%
104,090.1
 
MSFT
Microsoft Corp
16,208
4,569.0
-2.96%
2.790
-0.08%
0.000
+38.00%
+20.34%
3,755,441.4
Software
VIG
Vanguard Dividend Appreciation FTF
28,350
4,355.0
-4.12%
2.650
-0.11%
0.010
+12.73%
+6.65%
89,713.3
 

Newport Wealth Strategies, Inc.'s Historical Top Holdings Breakdowns

Newport Wealth Strategies, Inc. Total Holding History ($B)

To

Newport Wealth Strategies, Inc.'s Asset Allocation

To

Newport Wealth Strategies, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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Newport Wealth Strategies, Inc.'s Hypothetical Growth since 2021-09-30

Newport Wealth Strategies, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Newport Wealth Strategies, Inc.'s Holdings Heat Map

Size field:

Newport Wealth Strategies, Inc.'s Holdings Bubble Chart

Newport Wealth Strategies, Inc. News

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