NWMG

National Wealth Management Group Portfolio holdings

AUM $289M
1-Year Est. Return 28.15%
This Quarter Est. Return
1 Year Est. Return
+28.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$178M
AUM Growth
+$26.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$1.69M
2
+$1.34M
3
+$1.24M
4
VRT icon
Vertiv
VRT
+$850K
5
UNH icon
UnitedHealth
UNH
+$706K

Top Sells

1
+$1.03M
2
+$910K
3
+$891K
4
AMZN icon
Amazon
AMZN
+$786K
5
COST icon
Costco
COST
+$747K

Sector Composition

1 Technology 13.69%
2 Communication Services 4.76%
3 Financials 4.64%
4 Consumer Discretionary 3.58%
5 Industrials 3.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$403K 0.23%
3,693
+345
102
$399K 0.22%
13,315
+1,476
103
$395K 0.22%
6,552
-1,179
104
$389K 0.22%
4,411
-997
105
$388K 0.22%
13,280
+37
106
$384K 0.21%
+2,855
107
$383K 0.21%
14,457
-516
108
$382K 0.21%
+2,712
109
$381K 0.21%
2,362
+253
110
$376K 0.21%
483
-743
111
$376K 0.21%
3,132
+285
112
$375K 0.21%
+8,622
113
$363K 0.2%
9,802
+160
114
$360K 0.2%
3,135
-134
115
$355K 0.2%
3,022
+414
116
$345K 0.19%
1,280
-10
117
$337K 0.19%
4,005
-438
118
$337K 0.19%
5,332
+301
119
$331K 0.19%
2,942
+696
120
$330K 0.19%
1,869
-64
121
$330K 0.18%
+1,509
122
$327K 0.18%
+1,198
123
$323K 0.18%
+2,390
124
$322K 0.18%
1,432
+262
125
$321K 0.18%
+5,371
3 4
5
6 7