NWM

Napa Wealth Management Portfolio holdings

AUM $209M
1-Year Est. Return 19.87%
This Quarter Est. Return
1 Year Est. Return
+19.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$231M
AUM Growth
+$20M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$23.7M
2
+$6.24M
3
+$3.32M
4
BDGS icon
Bridges Capital Tactical ETF
BDGS
+$3.16M
5
TJX icon
TJX Companies
TJX
+$3.02M

Top Sells

1
+$18.6M
2
+$3.61M
3
+$3.46M
4
TSLA icon
Tesla
TSLA
+$3.2M
5
META icon
Meta Platforms (Facebook)
META
+$2.52M

Sector Composition

1 Technology 9.97%
2 Consumer Discretionary 6.21%
3 Financials 3.87%
4 Consumer Staples 2.7%
5 Communication Services 2.62%
Name Market Value Portfolio Weight Shares or Principal Change
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