NWMG

National Wealth Management Group Portfolio holdings

AUM $178M
1-Year Est. Return 24.2%
This Quarter Est. Return
1 Year Est. Return
+24.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$131M
AUM Growth
+$2.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$1.67M
2
+$1.28M
3
+$1.27M
4
GE icon
GE Aerospace
GE
+$1.16M
5
NVDA icon
NVIDIA
NVDA
+$1.1M

Top Sells

1
+$1.13M
2
+$1.08M
3
+$960K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$923K
5
PHM icon
Pultegroup
PHM
+$827K

Sector Composition

1 Technology 12.32%
2 Financials 4.1%
3 Consumer Discretionary 3.88%
4 Communication Services 3.77%
5 Industrials 3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.46M 1.11%
30,058
-6,195
27
$1.29M 0.99%
7,090
-1,808
28
$1.27M 0.97%
+18,881
29
$1.2M 0.92%
6,605
-114
30
$1.16M 0.89%
+7,323
31
$1.16M 0.89%
6,393
+1,104
32
$1.14M 0.87%
4,830
-606
33
$1.03M 0.78%
9,050
+2,037
34
$981K 0.75%
19,665
-1,050
35
$980K 0.75%
+1,647
36
$975K 0.74%
+1,147
37
$950K 0.72%
1,049
-140
38
$935K 0.71%
18,231
+1,491
39
$928K 0.71%
11,659
-3,892
40
$918K 0.7%
8,604
+308
41
$838K 0.64%
32,313
-1,923
42
$741K 0.56%
+2,754
43
$740K 0.56%
15,893
+2,737
44
$737K 0.56%
7,544
+2,287
45
$710K 0.54%
+1,852
46
$696K 0.53%
13,001
+129
47
$686K 0.52%
+5,150
48
$671K 0.51%
29,727
+2,951
49
$657K 0.5%
3,064
+955
50
$645K 0.49%
+8,307
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