5NPW

55 North Private Wealth Portfolio holdings

AUM $380M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$380M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
195
New
Increased
Reduced
Closed

Top Buys

1 +$75.3M
2 +$41.5M
3 +$25.8M
4
AVDE icon
Avantis International Equity ETF
AVDE
+$25.1M
5
BINC icon
BlackRock Flexible Income ETF
BINC
+$24.5M

Top Sells

No sells this quarter

Sector Composition

1 Technology 7.46%
2 Financials 4.75%
3 Consumer Discretionary 2.08%
4 Communication Services 2.05%
5 Healthcare 1.79%