NWM

Navigoe Wealth Management Portfolio holdings

AUM $162M
1-Year Est. Return 18.66%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$162M
AUM Growth
+$5.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
276
New
Increased
Reduced
Closed

Sector Composition

1 Technology 3.37%
2 Financials 3.1%
3 Communication Services 1.54%
4 Healthcare 0.94%
5 Energy 0.8%