NWMG
National Wealth Management Group Portfolio holdings
AUM
$152M
This Quarter Return
+8.92%
1 Year Return
+13.75%
3 Year Return
+54.2%
5 Year Return
–
10 Year Return
–
AUM
$83.4M
AUM Growth
+$83.4M
(+8.4%)
Cap. Flow
+$3.32M
Cap. Flow
% of AUM
3.98%
Top 10 Holdings %
Top 10 Hldgs %
31.18%
Holding
166
New
45
Increased
29
Reduced
56
Closed
32
Top Buys
Top Sells
Sector Composition
| 1 | Consumer Discretionary | 4.88% |
| 2 | Financials | 4.06% |
| 3 | Energy | 4.01% |
| 4 | Industrials | 3.93% |
| 5 | Healthcare | 3.55% |
