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
76
$417K 0.32%
9,694
-4,791
77
$396K 0.3%
5,232
-1,319
78
$392K 0.3%
2,386
-359
79
$388K 0.3%
7,591
80
$360K 0.27%
+2,164
81
$357K 0.27%
1,137
-276
82
$357K 0.27%
6,190
-31
83
$342K 0.26%
14,002
-242
84
$342K 0.26%
3,689
85
$337K 0.26%
7,166
-501
86
$333K 0.25%
+17,202
87
$328K 0.25%
4,730
-53
88
$324K 0.25%
596
-108
89
$320K 0.24%
+2,239
90
$318K 0.24%
+5,378
91
$315K 0.24%
3,753
-9
92
$313K 0.24%
3,747
-247
93
$312K 0.24%
13,043
-8,971
94
$311K 0.24%
12,061
95
$311K 0.24%
9,642
96
$310K 0.24%
3,188
-8,047
97
$307K 0.23%
+2,884
98
$303K 0.23%
1,887
+98
99
$302K 0.23%
9,369
-165
100
$297K 0.23%
+2,941
2 3
4
5 6