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
$77.8M
AUM Growth
-$3.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4
New
Increased
Reduced
Closed

Top Buys

1 +$4.95K

Top Sells

1 +$8.62M
2 +$892K

Sector Composition

1 Industrials 1.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$76M 97.74%
171,513
-2,013
2
$1.4M 1.8%
38,771
3
$353K 0.45%
3,925
+55
4
-92,910