NWM
Navigoe Wealth Management Portfolio holdings
AUM
$157M
1-Year Est. Return
11.99%
1 Year Est. Return
+11.99%
AUM
$132M
AUM Growth
+$17M
(+15%)
Holding
190
Top Buys
| 1 | +$2.38M | |
| 2 | +$2.29M | |
| 3 | +$1.56M | |
| 4 |
Avantis US Small Cap Value ETF
AVUV
|
+$1.5M |
| 5 |
Berkshire Hathaway Class A
BRK.A
|
+$1.46M |
Top Sells
| 1 | +$2.37M | |
| 2 | +$757K | |
| 3 | +$501K | |
| 4 |
Dimensional Ultrashort Fixed Income ETF
DUSB
|
+$124K |
| 5 |
NVIDIA
NVDA
|
+$111K |
Sector Composition
| 1 | Technology | 3.03% |
| 2 | Financials | 2.32% |
| 3 | Communication Services | 1.67% |
| 4 | Healthcare | 0.91% |
| 5 | Energy | 0.82% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
Xtrackers USD High Yield Corporate Bond ETF
HYLB
$3.85B
| – | – |
-10
|
|
||
177
iShares Core MSCI Emerging Markets ETF
IEMG
$112B
| – | – |
-97
|
|
||
|
BRSL
178
Brightstar Lottery PLC
BRSL
$3.17B
| $0 | ﹤0.01% |
54
|
|
||
179
Intuit
INTU
$184B
| $0 | ﹤0.01% |
1
|
|
||
180
Marygold Companies
MGLD
$43.5M
| $0 | ﹤0.01% |
200
|
|
||
181
Organon & Co
OGN
$2.41B
| $0 | ﹤0.01% |
6
|
|
||
182
Schwab US TIPS ETF
SCHP
$14.4B
| – | – |
-9
|
|
||
183
Scilex Holding
SCLX
$94.7M
| $0 | ﹤0.01% |
+8
|
|
||
184
Sylvamo
SLVM
$1.7B
| $0 | ﹤0.01% |
11
|
|
||
185
SPDR Portfolio Long Term Treasury ETF
SPTL
$11.9B
| – | – |
-111
|
|
||
186
Suncor Energy
SU
$46.8B
| – | – |
-420
|
|
||
187
T-Mobile US
TMUS
$258B
| $0 | ﹤0.01% |
3
|
|
||
188
Marriott Vacations Worldwide
VAC
$2.31B
| $0 | ﹤0.01% |
7
|
|
||
189
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$15.8B
| – | – |
-1
|
|
||
190
Vanguard Total International Stock ETF
VXUS
$107B
| $0 | ﹤0.01% |
+9
|
|