NWMG
National Wealth Management Group Portfolio holdings
AUM
$152M
This Quarter Return
+4.97%
1 Year Return
+13.75%
3 Year Return
+54.2%
5 Year Return
–
10 Year Return
–
AUM
$131M
AUM Growth
+$131M
(+2.1%)
Cap. Flow
+$2.09M
Cap. Flow
% of AUM
1.59%
Top 10 Holdings %
Top 10 Hldgs %
37.25%
Holding
160
New
27
Increased
36
Reduced
61
Closed
30
Top Buys
| 1 |
NVIDIA
NVDA
|
$4.51M |
| 2 |
Arista Networks
ANET
|
$1.67M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$1.28M |
| 4 |
Amphenol
APH
|
$1.27M |
| 5 |
GE Aerospace
GE
|
$1.16M |
Top Sells
| 1 |
Tesla
TSLA
|
$1.13M |
| 2 |
Amazon
AMZN
|
$1.08M |
| 3 |
AbbVie
ABBV
|
$960K |
| 4 |
Vanguard S&P 500 ETF
VOO
|
$923K |
| 5 |
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% |
