NWM

Navigate Wealth Management Portfolio holdings

AUM $142M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$142M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1 +$17.5M
2 +$10.7M
3 +$10.5M
4
DFSV icon
Dimensional US Small Cap Value ETF
DFSV
+$8.28M
5
VONE icon
Vanguard Russell 1000 ETF
VONE
+$8.2M

Top Sells

No sells this quarter

Sector Composition

1 Technology 4.92%
2 Consumer Staples 2.06%
3 Financials 1.46%
4 Industrials 1.37%
5 Consumer Discretionary 0.73%