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
$247K
AUM Growth
-$84.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5
New
Increased
Reduced
Closed

Top Buys

1 +$33.9K

Top Sells

1 +$82.9M
2 +$919K
3 +$405K
4
LODE icon
Comstock
LODE
+$5.48K

Sector Composition

1 Industrials 86.27%
2 Healthcare 13.73%
3 Materials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$213K 86.27%
7,302
-31,469
2
$33.9K 13.73%
+18,340
3
-1,000
4
-3,899
5
-174,478