NW

Naviter Wealth Portfolio holdings

AUM $812M
1-Year Est. Return 13.39%
This Quarter Est. Return
1 Year Est. Return
+13.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$286M
AUM Growth
-$78.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Top Buys

1 +$10.4M
2 +$1.8M
3 +$1.17M
4
HDB icon
HDFC Bank
HDB
+$1.14M
5
GS icon
Goldman Sachs
GS
+$1.07M

Top Sells

1 +$12M
2 +$10.7M
3 +$10.5M
4
IAU icon
iShares Gold Trust
IAU
+$8.98M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$7.96M

Sector Composition

1 Real Estate 15%
2 Technology 13.55%
3 Financials 12.68%
4 Energy 10.57%
5 Healthcare 8.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
-16,696