NWM

Navigation Wealth Management Portfolio holdings

AUM $67.9M
1-Year Est. Return 5.13%
This Quarter Est. Return
1 Year Est. Return
+5.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$81.2M
AUM Growth
+$80.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4
New
Increased
Reduced
Closed

Top Buys

1 +$69.9M
2 +$8.62M
3 +$1.26M
4
SPXL icon
Direxion Daily S&P 500 Bull 3x Shares
SPXL
+$283K

Top Sells

No sells this quarter

Sector Composition

1 Industrials 1.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$71M 87.48%
173,526
+170,732
2
$8.62M 10.62%
+92,910
3
$1.26M 1.55%
+38,771
4
$283K 0.35%
+3,870