NWMG
National Wealth Management Group Portfolio holdings
AUM
$178M
1-Year Est. Return
24.2%
1 Year Est. Return
+24.2%
AUM
$152M
AUM Growth
+$1.84M
(+1.2%)
Holding
186
Top Buys
| 1 | +$2.48M | |
| 2 | +$2.23M | |
| 3 | +$1.69M | |
| 4 |
CVS Health
CVS
|
+$891K |
| 5 |
Cigna
CI
|
+$890K |
Top Sells
| 1 | +$2.96M | |
| 2 | +$2.61M | |
| 3 | +$1.49M | |
| 4 |
Marvell Technology
MRVL
|
+$1.04M |
| 5 |
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 in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
VanEck Oil Services ETF
OIH
$969M
| – | – |
-757
|
|
||
177
O'Reilly Automotive
ORLY
$85.9B
| – | – |
-5,430
|
|
||
178
Invesco BuyBack Achievers ETF
PKW
$1.5B
| – | – |
-2,221
|
|
||
179
Qualys
QLYS
$4.63B
| – | – |
-1,468
|
|
||
180
Shopify
SHOP
$211B
| – | – |
-2,020
|
|
||
181
PepsiCo
PEP
$209B
| – | – |
-1,526
|
|
||
182
Target
TGT
$42.7B
| – | – |
-3,315
|
|
||
183
United Therapeutics
UTHR
$19.1B
| – | – |
-591
|
|
||
184
Wabtec
WAB
$33.1B
| – | – |
-2,754
|
|
||
185
West Pharmaceutical
WST
$19.9B
| – | – |
-2,156
|
|
||
186
Invesco S&P 500 Top 50 ETF
XLG
$11B
| – | – |
-4,736
|
|