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
$718M
AUM Growth
+$48.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Buys

1 +$13.5M
2 +$7.23M
3 +$5.13M
4
TDW icon
Tidewater
TDW
+$2.96M
5
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$2.26M

Top Sells

1 +$8.88M
2 +$5.5M
3 +$2.62M
4
USRT icon
iShares Core US REIT ETF
USRT
+$2.07M
5
AMT icon
American Tower
AMT
+$1.1M

Sector Composition

1 Technology 17.06%
2 Financials 13.39%
3 Real Estate 10.6%
4 Healthcare 7.35%
5 Consumer Discretionary 6.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
-11,100