NWM
NEIRG Wealth Management Portfolio holdings
AUM
$542M
1-Year Est. Return
10.92%
1 Year Est. Return
+10.92%
AUM
$577M
AUM Growth
+$44.7M
(+8.4%)
Holding
153
Top Buys
| 1 | +$45.9M | |
| 2 | +$19.8M | |
| 3 | +$12.6M | |
| 4 |
SPDR Gold Trust
GLD
|
+$7.95M |
| 5 |
Vanguard International High Dividend Yield ETF
VYMI
|
+$7.22M |
Top Sells
| 1 | +$25.1M | |
| 2 | +$15.7M | |
| 3 | +$6.02M | |
| 4 |
Goldman Sachs
GS
|
+$4.99M |
| 5 |
General Mills
GIS
|
+$4.01M |
Sector Composition
| 1 | Technology | 5.93% |
| 2 | Financials | 5.56% |
| 3 | Healthcare | 3.94% |
| 4 | Energy | 3.03% |
| 5 | Consumer Staples | 2.06% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
iShares TIPS Bond ETF
TIP
$13.9B
| – | – |
-30,223
|
|
||
152
Tesla
TSLA
$1.52T
| – | – |
-2,641
|
|
||
153
Veeva Systems
VEEV
$47.7B
| – | – |
-7,029
|
|