NWMG
National Wealth Management Group Portfolio holdings
AUM
$265M
1-Year Est. Return
29.36%
1 Year Est. Return
+29.36%
AUM
$265M
AUM Growth
+$86.9M
(+49%)
Holding
254
Top Buys
| 1 | +$3.06M | |
| 2 | +$3.06M | |
| 3 | +$2.37M | |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
+$2.12M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$2.03M |
Top Sells
| 1 | +$850K | |
| 2 | +$824K | |
| 3 | +$789K | |
| 4 |
Progressive
PGR
|
+$653K |
| 5 |
Newmont
NEM
|
+$635K |
Sector Composition
| 1 | Technology | 17.51% |
| 2 | Communication Services | 5.06% |
| 3 | Consumer Discretionary | 4.8% |
| 4 | Financials | 4.66% |
| 5 | Industrials | 4.07% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
251
Seagate
STX
$60.7B
| – | – |
-3,932
|
|
||
252
Texas Instruments
TXN
$166B
| – | – |
-2,528
|
|
||
253
Veeva Systems
VEEV
$39.8B
| – | – |
-2,739
|
|
||
254
Vertiv
VRT
$72.3B
| – | – |
-6,618
|
|