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
101
$295K 0.22%
+2,758
102
$295K 0.22%
+505
103
$292K 0.22%
11,256
+426
104
$287K 0.22%
1,399
-100
105
$286K 0.22%
+18,236
106
$286K 0.22%
9,276
-3,048
107
$286K 0.22%
1,180
-892
108
$268K 0.2%
+4,036
109
$267K 0.2%
+4,234
110
$267K 0.2%
3,479
-20
111
$256K 0.2%
9,330
+48
112
$256K 0.2%
2,989
-927
113
$251K 0.19%
793
-95
114
$248K 0.19%
4,910
+1,166
115
$244K 0.19%
4,459
-508
116
$240K 0.18%
6,375
+143
117
$240K 0.18%
5,780
-1,952
118
$237K 0.18%
6,405
-2,420
119
$236K 0.18%
10,631
-225
120
$230K 0.18%
1,255
-2,177
121
$229K 0.17%
4,626
+43
122
$217K 0.17%
3,283
-58
123
$212K 0.16%
+1,167
124
$211K 0.16%
+2,633
125
$206K 0.16%
1,272
-768
3 4
5
6 7