NWM
Navigation Wealth Management Portfolio holdings
AUM
$67.9M
This Quarter Return
-16.04%
1 Year Return
+5.13%
3 Year Return
+6.64%
5 Year Return
–
10 Year Return
–
AUM
$900K
AUM Growth
+$900K
(-92%)
Cap. Flow
-$9.61M
Cap. Flow
% of AUM
-1,068.23%
Top 10 Holdings %
Top 10 Hldgs %
90.78%
Holding
64
New
7
Increased
1
Reduced
5
Closed
12
Top Buys
| 1 |
iShares Russell 2000 ETF
IWM
|
$202K |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$194K |
| 3 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$103K |
| 4 |
Devon Energy
DVN
|
$17K |
| 5 |
ICL Group
ICL
|
$14K |
Top Sells
Sector Composition
| 1 | Technology | 8.56% |
| 2 | Healthcare | 5.11% |
| 3 | Financials | 3% |
| 4 | Consumer Staples | 2.44% |
| 5 | Energy | 1.89% |
