1NWS
1 North Wealth Services Portfolio holdings
AUM
$252M
This Quarter Return
+5.43%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$252M
AUM Growth
+$35.9M
(+17%)
Cap. Flow
+$25.3M
Cap. Flow
% of AUM
10.02%
Top 10 Holdings %
Top 10 Hldgs %
50.23%
Holding
283
New
9
Increased
31
Reduced
31
Closed
10
Top Buys
Top Sells
Sector Composition
| 1 | Technology | 5.72% |
| 2 | Financials | 1.55% |
| 3 | Healthcare | 1.4% |
| 4 | Consumer Discretionary | 0.84% |
| 5 | Consumer Staples | 0.83% |
