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
$150M
AUM Growth
+$2.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$3.12M
2
+$2.7M
3
+$1.66M
4
APO icon
Apollo Global Management
APO
+$1.09M
5
MRVL icon
Marvell Technology
MRVL
+$1.04M

Top Sells

1
+$5.46M
2
+$3.35M
3
+$1.97M
4
PGR icon
Progressive
PGR
+$1.19M
5
BND icon
Vanguard Total Bond Market
BND
+$1.14M

Sector Composition

1 Technology 10.87%
2 Consumer Discretionary 5.1%
3 Communication Services 4.77%
4 Financials 4.76%
5 Consumer Staples 3.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$316K 0.21%
3,432
+104
102
$315K 0.21%
11,524
-185
103
$314K 0.21%
1,854
-60
104
$314K 0.21%
1,290
-24
105
$297K 0.2%
5,184
+133
106
$295K 0.2%
5,788
-1,749
107
$292K 0.19%
+3,575
108
$290K 0.19%
+1,402
109
$285K 0.19%
7,427
+389
110
$279K 0.19%
3,946
-44
111
$278K 0.19%
1,460
+205
112
$273K 0.18%
11,063
+824
113
$268K 0.18%
+2,632
114
$268K 0.18%
+1,850
115
$266K 0.18%
5,643
-511
116
$256K 0.17%
+2,221
117
$255K 0.17%
+4,512
118
$254K 0.17%
1,056
+209
119
$253K 0.17%
+1,188
120
$252K 0.17%
326
+52
121
$250K 0.17%
5,571
-206
122
$246K 0.16%
5,844
+279
123
$244K 0.16%
8,477
-831
124
$242K 0.16%
3,134
-345
125
$238K 0.16%
+612
3 4
5
6 7