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
$79.3M
AUM Growth
-$24.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$1.39M
2
+$1.01M
3
+$923K
4
FAAR icon
First Trust Alternative Absolute Return Strategy ETF
FAAR
+$772K
5
LLY icon
Eli Lilly
LLY
+$747K

Top Sells

1
+$2.26M
2
+$1.45M
3
+$1.42M
4
OIH icon
VanEck Oil Services ETF
OIH
+$1.19M
5
BUFR icon
FT Vest Fund of Buffer ETFs
BUFR
+$1.12M

Sector Composition

1 Technology 5.4%
2 Financials 3.4%
3 Healthcare 3.27%
4 Consumer Discretionary 2.61%
5 Energy 2.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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