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
51
$627K 0.48%
4,236
-267
52
$578K 0.44%
2,345
+140
53
$557K 0.42%
1,114
-1,845
54
$553K 0.42%
1,479
+290
55
$553K 0.42%
5,753
-252
56
$550K 0.42%
17,063
-1,307
57
$542K 0.41%
5,277
+82
58
$528K 0.4%
11,746
-110
59
$521K 0.4%
+3,515
60
$513K 0.39%
2,932
61
$509K 0.39%
15,419
+526
62
$507K 0.39%
14,235
-139
63
$505K 0.39%
2,554
-5,708
64
$476K 0.36%
9,426
-3,640
65
$472K 0.36%
2,197
+74
66
$472K 0.36%
2,358
-232
67
$469K 0.36%
2,075
-323
68
$443K 0.34%
15,441
+2,522
69
$441K 0.34%
+1,281
70
$434K 0.33%
3,997
-370
71
$429K 0.33%
13,051
+238
72
$426K 0.32%
+2,514
73
$423K 0.32%
4,639
-1,055
74
$422K 0.32%
+1,564
75
$421K 0.32%
+1,434
1 2
3
4 5