NWMG
National Wealth Management Group Portfolio holdings
AUM
$152M
This Quarter Return
+0.33%
1 Year Return
+13.75%
3 Year Return
+54.2%
5 Year Return
–
10 Year Return
–
AUM
$104M
AUM Growth
+$104M
(-2.9%)
Cap. Flow
+$1.76M
Cap. Flow
% of AUM
1.7%
Top 10 Holdings %
Top 10 Hldgs %
38.24%
Holding
139
New
15
Increased
42
Reduced
44
Closed
30
Top Buys
| 1 |
Invesco S&P 500 Pure Value ETF
RPV
|
$6.16M |
| 2 |
First Trust Global Tactical Commodity Strategy Fund
FTGC
|
$4.1M |
| 3 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$2.96M |
| 4 |
VanEck Oil Services ETF
OIH
|
$2.6M |
| 5 |
United States Oil Fund
USO
|
$1.97M |
Top Sells
Sector Composition
| 1 | Consumer Staples | 4.79% |
| 2 | Financials | 3.93% |
| 3 | Consumer Discretionary | 3.62% |
| 4 | Technology | 2.57% |
| 5 | Communication Services | 2.27% |
