NEW ENGLAND PRIVATE Overview

New England Private Wealth Advisors Llc is an investment advisor that manages 1.1 BN dollars in regulatory AUM and has 15 employees, of which 7 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/12 to 09/30/16. The fund's latest filing disclosed 278MM in positions, representing 26% of the manager's regulatory AUM.

NEW ENGLAND PRIVATE StockAlpha

-2.9%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

NEW ENGLAND PRIVATE Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
FVD 16.67% ETF 4.11% 0.09% 1 1%
SPY 6.3% ETF 4.09% 0% 0 29%
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FEATURED IN
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NEW ENGLAND PRIVATE Founders and Key Employees

Name Title In Position Since
Ira G. Rapaport Chief Executive Officer/Managing Member December-2004
Beth Rapaport Chief Financial Officer December-2004
Melissa G. Boccaci Senior Financial Advisor/Chief Compliance Officer March-2012

NEW ENGLAND PRIVATE Brokers, Custodians, Auditors and Administrators

Type Company

NEW ENGLAND PRIVATE Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss NEPWA will allocate a client's assets among various investments taking into consideration discussion between NEPWA and the client regarding a number of factors, including, but not necessarily limited to, the client’s investment objectives, risk tolerances, asset-class preferences, time horizons, tax situation and liquidity needs.


Mutual funds will be selected on the basis of any or all of the following criteria: the fund's performance history; the fund’s risk characteristics; the industry sector in which the fund invests; the track record of the fund's manager; the fund's investment objectives; the fund's management style and philosophy; the mutual fund company; the fund’s tax efficiency; and the fund's management fee structure. Portfolio weighting between funds and market sectors will be determined by each client's specific objectives and other criteria.


ETFs will be selected on the...
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NEW ENGLAND PRIVATE Portfolio Concentration

NEW ENGLAND PRIVATE Location

36 WASHINGTON STREET, SUITE 280
WELLESLEY, Massachusetts
UNITED STATES, 02481-1922

NEW ENGLAND PRIVATE Contact Information

Phone Number: 781-416-1700
Fax Number: 781-416-1718
Website:

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