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
+31.16%
+4.91%
44,211.9
 
VUG
Vanguard Growth ETF
33,607
9,752.0
-3.46%
5.940
-0.20%
0.010
+33.22%
+7.09%
163,296.4
 
SCHX
Schwab U.S. Large-Cap ETF
187,012
9,727.0
+4.79%
5.930
+0.27%
0.010
+25.83%
+6.71%
56,231.0
 
AAPL
Apple Inc
61,836
8,750.0
-2.58%
5.330
-0.13%
0.000
+21.97%
-15.93%
3,136,971.5
Hardware
SCHM
Schwab U.S. Mid-Cap ETF
78,022
5,981.0
+1.75%
3.650
+0.06%
0.060
+25.10%
+3.78%
11,769.4
 
GOOGL
Alphabet Inc
38,960
5,208.0
-3.52%
3.170
-0.10%
0.000
+20.52%
-7.77%
2,117,772.3
Interactive Media
AMZN
Amazon.com Inc
28,200
4,632.0
+0.21%
2.820
+0.01%
0.000
+29.19%
+0.49%
2,340,587.2
Retail - Cyclical
GLD
SPDR Gold Shares ETF
28,187
4,629.0
+0.50%
2.820
+0.01%
0.010
+10.74%
+25.86%
101,513.7
 
MSFT
Microsoft Corp
16,208
4,569.0
-2.96%
2.790
-0.08%
0.000
+40.05%
+18.04%
3,683,903.2
Software
VIG
Vanguard Dividend Appreciation FTF
28,350
4,355.0
-4.12%
2.650
-0.11%
0.010
+19.14%
+6.19%
88,517.8
 

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

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Newport Wealth Strategies, Inc.'s Holdings Bubble Chart

Newport Wealth Strategies, Inc. News

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