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
51
$1.33M 0.46%
7,276
+665
52
$1.31M 0.46%
45,935
-3,741
53
$1.31M 0.46%
34,463
+2,662
54
$1.29M 0.45%
4,942
+1,034
55
$1.28M 0.45%
70,490
+3,120
56
$1.27M 0.44%
3,495
+152
57
$1.26M 0.44%
12,825
+1,813
58
$1.23M 0.43%
34,568
59
$1.21M 0.42%
32,452
+818
60
$1.21M 0.42%
4,096
-108
61
$1.2M 0.42%
11,837
+1,067
62
$1.2M 0.42%
6,262
-369
63
$1.19M 0.42%
23,561
-20,215
64
$1.18M 0.41%
18,390
-16,400
65
$1.18M 0.41%
7,378
+68
66
$1.17M 0.41%
22,445
-5,211
67
$1.15M 0.4%
5,446
-5,743
68
$1.15M 0.4%
1,998
+83
69
$1.15M 0.4%
11,704
+1,763
70
$1.14M 0.4%
+17,119
71
$1.12M 0.39%
8,809
+3,432
72
$1.11M 0.39%
3,245
+411
73
$1.08M 0.38%
2,166
-228
74
$1.08M 0.38%
30,058
+12,859
75
$1.07M 0.37%
+3,275
1 2
3
4 5