Newport Wealth Strategies Inc


Assets, Funds, Holdings

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Newport Wealth Strategies Inc
CRD #159376
SEC #801-72831
AUM $294.6 MM (89% Disc, 99% US, 2020-03-19)
Employees4 (75% Investors, 0% Brokers)
Address18301 von Karman Ave
Irvine, CA 92612
Source [IAPD] [Website] [LinkedIn]
Total AUM ($MM)
Sector Issuer Cap ($MM) Value ($MM)
VUG 5.4
SCHG 5.2
VIG 3.4
SCHM 3.2
XOM 194,220.0 2.9
SCHD 2.8
SCHX 2.8
VGT 2.6
USFR 2.4
VONE 2.2
View All
Holdings by Sector ($)
Comparable Firms State AUM ($BB)
Castle Rock Wealth Management LLC
CA 0.3
Fundamentum LLC
OH 0.3
Hudson Capital Management LLC
NJ 0.3
Dream Capital Advisors LLC
IL 0.3
Focus Wealth Management Ltd
VA 0.3
Fruth Investment Management
TX 0.3
Benedetti and Gucer Inc
GA 0.3
ING Private Wealth Management LLC
NY 0.3
Allen Wealth Management LLC
NC 0.3
Smith W B & Co Inc
MA 0.3
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