NWMG
National Wealth Management Group Portfolio holdings
AUM
$152M
This Quarter Return
+8.71%
1 Year Return
+13.75%
3 Year Return
+54.2%
5 Year Return
–
10 Year Return
–
AUM
$107M
AUM Growth
–
Cap. Flow
+$107M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
33.06%
Holding
124
New
124
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Invesco QQQ Trust
QQQ
|
$11M |
| 2 |
Vanguard Dividend Appreciation ETF
VIG
|
$4.53M |
| 3 |
Vanguard Total Bond Market
BND
|
$2.88M |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
$2.76M |
| 5 |
Schwab US Mid-Cap ETF
SCHM
|
$2.63M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Consumer Staples | 3.94% |
| 2 | Consumer Discretionary | 3.62% |
| 3 | Financials | 3.22% |
| 4 | Technology | 2.84% |
| 5 | Communication Services | 2.66% |
