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
$87.5M
AUM Growth
+$4.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$1.43M
2
+$1.17M
3
+$1.08M
4
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$886K
5
ABT icon
Abbott
ABT
+$705K

Top Sells

1
+$965K
2
+$942K
3
+$806K
4
USO icon
United States Oil Fund
USO
+$721K
5
MRNA icon
Moderna
MRNA
+$615K

Sector Composition

1 Technology 7.53%
2 Healthcare 6.09%
3 Financials 5.41%
4 Industrials 4.89%
5 Consumer Discretionary 4.26%
Name Market Value Portfolio Weight Shares or Principal Change
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