Newport Wealth Strategies Inc

-

Assets, Funds, Holdings

Home | Sign Up | Log In
Newport Wealth Strategies Inc
CRD #159376
SEC #801-72831
CIK #
AUM $248.9 MM (88% Disc, 99% US)
Employees4 (50% Investors, 0% Brokers)
Phone949-484-4700
Address3333 Michelson Dr
Irvine, CA 92612
Links IAPDexternal Websiteexternal LinkedInexternal
Total AUM ($BB)
Sector Holding Cap ($MM) Value ($MM)
SCHG 15.2
SCHM 8.6
VFH 8.5
VUG 7.7
XOM 337,850.0 6.4
VONE 5.3
SCHA 5.1
VIG 4.7
VGT 3.5
VOOG 3.4
View All
Holdings by Sector ($BB)
Comparable Firms State AUM ($BB)
Swiss Usadvisors Ltd
0.2
Neustrada Capital LLC
NY
0.2
Peters Wealth Advisors LLC
LA
0.2
Brandon Financial Planning Inc
TN
0.2
Garner Asset Management Corporation
TX
0.2
Taylor Securities Inc
TN
0.2
Financial Perspectives Inc
MN
0.2
Dean Roland Russell LLC
CA
0.2
McCarthy Asset Management Inc
CA
0.2
White Lighthouse Investment Management Inc
MA
0.2