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NW

Naviter Wealth Portfolio holdings

AUM $801M
1-Year Est. Return 23.19%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$829M
AUM Growth
+$111M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
307
New
Increased
Reduced
Closed

Top Buys

1
+$12.5M
2
+$9.39M
3
+$6.28M
4
NVDA icon
NVIDIA
NVDA
+$5.48M
5
MSFT icon
Microsoft
MSFT
+$5.09M

Top Sells

1
+$3.87M
2
+$2.74M
3
+$1.61M
4
LOW icon
Lowe's Companies
LOW
+$1.39M
5
TM icon
Toyota
TM
+$1.38M

Sector Composition

1 Technology 19.13%
2 Financials 14.81%
3 Real Estate 7.67%
4 Healthcare 6.47%
5 Consumer Discretionary 6.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$65.2K 0.01%
+10,781
277
$29.4K ﹤0.01%
+15,000
278
$13.9K ﹤0.01%
126
-84
279
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-8,660
280
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-16,500
281
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-5,974
282
– –
-28,826
283
– –
-4,375
284
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-10,670
285
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-5,813
286
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-30,040
287
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-21,500
288
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-10,211
289
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-47,998
290
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-12,000
291
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-18,547
292
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-8,427
293
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-16,399
294
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-33,988
295
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-11,296
296
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-44,704
297
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-22,168
298
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-10,500
299
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300
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-19,423
9 10 11
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