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
$1.05M
AUM Growth
-$76.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4
New
Increased
Reduced
Closed

Top Buys

1 +$4.1K

Top Sells

1 +$76M
2 +$353K

Sector Composition

1 Industrials 99.61%
2 Materials 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$1.05M 99.61%
38,771
2
$4.1K 0.39%
+1,000
3
-3,925
4
-171,513