NWM

Navigoe Wealth Management Portfolio holdings

AUM $157M
1-Year Est. Return 11.99%
This Quarter Est. Return
1 Year Est. Return
+11.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$115M
AUM Growth
+$13.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Sector Composition

1 Technology 2.32%
2 Communication Services 1.56%
3 Financials 1.3%
4 Healthcare 1.11%
5 Energy 0.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-6,727
177
$0 ﹤0.01%
1
178
$0 ﹤0.01%
54
179
$0 ﹤0.01%
+10
180
$0 ﹤0.01%
62
181
$0 ﹤0.01%
3
182
$0 ﹤0.01%
+8
183
$0 ﹤0.01%
23
184
$0 ﹤0.01%
3
185
$0 ﹤0.01%
35
186
$0 ﹤0.01%
19
187
0