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NWM
Napa Wealth Management Portfolio holdings
AUM
$213M
1-Year Est. Return
25.01%
This Fund
S&P 500
1 Year Est. Return
+25.01%
AUM
$209M
AUM Growth
+$31.4M
(+18%)
Holding
196
Top Buys
| 1 | +$9.3M | |
| 2 | +$7.62M | |
| 3 | +$7.3M | |
| 4 |
Pacer Trendpilot US Bond ETF
PTBD
|
+$6.16M |
| 5 |
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
|
+$5.22M |
Top Sells
| 1 | +$6.35M | |
| 2 | +$4.75M | |
| 3 | +$3.11M | |
| 4 |
First Trust Global Tactical Commodity Strategy Fund
FTGC
|
+$3.1M |
| 5 |
Vanguard World Funds Extended Duration ETF
EDV
|
+$2.95M |
Sector Composition
| 1 | Technology | 5.6% |
| 2 | Financials | 3.78% |
| 3 | Communication Services | 3.55% |
| 4 | Industrials | 3.04% |
| 5 | Consumer Staples | 2.92% |
