NWMG

National Wealth Management Group Portfolio holdings

AUM $265M
1-Year Est. Return 29.36%
This Quarter Est. Return
1 Year Est. Return
+29.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$152M
AUM Growth
+$1.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
186
New
Increased
Reduced
Closed

Top Buys

1
+$2.48M
2
+$2.23M
3
+$1.69M
4
CVS icon
CVS Health
CVS
+$891K
5
CI icon
Cigna
CI
+$890K

Top Sells

1
+$2.96M
2
+$2.61M
3
+$1.49M
4
MRVL icon
Marvell Technology
MRVL
+$1.04M
5
NFLX icon
Netflix
NFLX
+$1.03M

Sector Composition

1 Technology 8.5%
2 Financials 6.77%
3 Communication Services 4.7%
4 Healthcare 4.02%
5 Consumer Discretionary 3.79%
Name Market Value Portfolio Weight Shares or Principal Change
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