NWM
Napa Wealth Management Portfolio holdings
AUM
$209M
1-Year Return
19.87%
This Quarter Return
+7.96%
1 Year Return
+19.87%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$209M
AUM Growth
+$31.4M
(+18%)
Cap. Flow
+$24.4M
Cap. Flow
% of AUM
11.65%
Top 10 Holdings %
Top 10 Hldgs %
32.89%
Holding
196
New
37
Increased
34
Reduced
59
Closed
64
Top Buys
Top Sells
Sector Composition
| 1 | Technology | 5.6% |
| 2 | Financials | 3.78% |
| 3 | Communication Services | 3.55% |
| 4 | Industrials | 3.04% |
| 5 | Consumer Staples | 2.92% |
