NWMG
National Wealth Management Group Portfolio holdings
AUM
$265M
1-Year Est. Return
29.36%
1 Year Est. Return
+29.36%
AUM
$178M
AUM Growth
+$26.4M
(+17%)
Holding
179
Top Buys
| 1 | +$1.69M | |
| 2 | +$1.34M | |
| 3 | +$1.24M | |
| 4 |
Vertiv
VRT
|
+$850K |
| 5 |
UnitedHealth
UNH
|
+$706K |
Top Sells
| 1 | +$1.03M | |
| 2 | +$910K | |
| 3 | +$891K | |
| 4 |
Amazon
AMZN
|
+$786K |
| 5 |
Costco
COST
|
+$747K |
Sector Composition
| 1 | Technology | 13.69% |
| 2 | Communication Services | 4.76% |
| 3 | Financials | 4.64% |
| 4 | Consumer Discretionary | 3.58% |
| 5 | Industrials | 3.35% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
Vanguard Short-Term Bond ETF
BSV
$38.8B
| – | – |
-2,757
|
|
||
177
Brown & Brown
BRO
$26.8B
| – | – |
-3,393
|
|
||
178
Apollo Global Management
APO
$76B
| – | – |
-5,214
|
|
||
179
Arthur J. Gallagher & Co
AJG
$64.5B
| – | – |
-2,978
|
|