Portfolio (Quarterly)
Guide ↗
New World Advisors LLC
· CIK 0001767724| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | SUB | ISHARES TR | — | 7,355 | $785K | 0.13% | SOLD |
| 2 | USMV | ISHARES TR | — | 4,921 | $463K | 0.08% | SOLD |
| 3 | ABT | ABBOTT LABS | Healthcare | 2,895 | $363K | 0.06% | SOLD |
| 4 | IGIB | ISHARES TR | — | 4,491 | $242K | 0.04% | SOLD |
| 5 | SPY | SPDR S&P 500 ETF TR | Financial Services | 329 | $224K | 0.04% | SOLD |
| 6 | SBUX | STARBUCKS CORP | Consumer Cyclical | 2,579 | $217K | 0.04% | SOLD |
| 7 | TMO | THERMO FISHER SCIENTIFIC INC | Healthcare | 371 | $215K | 0.04% | SOLD |
| 8 | SSNC | SS&C TECHNOLOGIES HLDGS INC | Technology | 2,443 | $214K | 0.04% | SOLD |
Sector Allocation
Consumer Cyclical
90.2%
Technology
4.7%
Communication Services
1.3%
Financial Services
1.1%
Healthcare
0.7%
Industrials
0.6%
Energy
0.6%
Consumer Defensive
0.6%
Utilities
0.2%
Basic Materials
0.0%