NWMG

National Wealth Management Group Portfolio holdings

AUM $178M
1-Year Est. Return 24.2%
This Quarter Est. Return
1 Year Est. Return
+24.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$96.2M
AUM Growth
+$8.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1
+$1.35M
2
+$1.34M
3
+$1.27M
4
META icon
Meta Platforms (Facebook)
META
+$1.03M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$906K

Top Sells

1
+$1.43M
2
+$1.11M
3
+$1.09M
4
CPRT icon
Copart
CPRT
+$806K
5
LLY icon
Eli Lilly
LLY
+$751K

Sector Composition

1 Technology 7.94%
2 Consumer Discretionary 7.43%
3 Financials 6.93%
4 Communication Services 3.9%
5 Industrials 3.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
– –
-2,397
177
– –
-17,157
178
– –
-4,805
179
– –
-2,414
180
– –
-5,031
4 5 6 7
8