NWMG

National Wealth Management Group Portfolio holdings

AUM $289M
1-Year Est. Return 28.15%
This Quarter Est. Return
1 Year Est. Return
+28.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$178M
AUM Growth
+$26.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$1.69M
2
+$1.34M
3
+$1.24M
4
VRT icon
Vertiv
VRT
+$850K
5
UNH icon
UnitedHealth
UNH
+$706K

Top Sells

1
+$1.03M
2
+$910K
3
+$891K
4
AMZN icon
Amazon
AMZN
+$786K
5
COST icon
Costco
COST
+$747K

Sector Composition

1 Technology 13.69%
2 Communication Services 4.76%
3 Financials 4.64%
4 Consumer Discretionary 3.58%
5 Industrials 3.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$772K 0.43%
5,445
+71
52
$738K 0.41%
30,197
+8,151
53
$728K 0.41%
2,603
+1,126
54
$708K 0.4%
21,571
+4,106
55
$706K 0.4%
+2,264
56
$697K 0.39%
3,128
57
$697K 0.39%
+5,654
58
$689K 0.39%
11,438
+3,524
59
$687K 0.38%
12,066
+5
60
$682K 0.38%
34,799
-2,574
61
$672K 0.38%
13,687
-8,114
62
$667K 0.37%
16,879
+439
63
$654K 0.37%
1,059
+282
64
$653K 0.37%
2,447
+460
65
$652K 0.37%
7,101
+4,282
66
$635K 0.36%
+10,897
67
$633K 0.36%
5,108
-22
68
$618K 0.35%
6,851
-10,088
69
$614K 0.34%
17,139
+20
70
$614K 0.34%
+7,175
71
$596K 0.33%
3,378
-338
72
$593K 0.33%
7,052
+3,749
73
$587K 0.33%
7,015
+273
74
$585K 0.33%
+4,953
75
$583K 0.33%
12,864
+103
1 2
3
4 5