Newport Wealth Strategies Inc

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Assets, Funds, Holdings

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Newport Wealth Strategies Inc
CRD #159376
SEC #801-72831
CIK #
AUM $294.6 MM (89% Disc, 99% US, 2020-03-19)
Employees4 (75% Investors, 0% Brokers)
Phone949-484-4700
Address18301 von Karman Ave
Irvine, CA 92612
Source [IAPD] [Website] [LinkedIn]
Total AUM ($MM)
2952361771185902010201320172021
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 ($)
0.20.20.10.10.00.02016201720182020
Comparable Firms State AUM ($BB)
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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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