NCM

Nelson Capital Management Portfolio holdings

AUM $756M
1-Year Est. Return 23.62%
This Quarter Est. Return
1 Year Est. Return
+23.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$341M
AUM Growth
+$511K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$3.95M
2 +$3.48M
3 +$2.85M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.09M
5
UNH icon
UnitedHealth
UNH
+$1.92M

Top Sells

1 +$15.3M
2 +$3.96M
3 +$3.05M
4
AAPL icon
Apple
AAPL
+$2.6M
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$2.07M

Sector Composition

1 Technology 17.77%
2 Healthcare 10.93%
3 Consumer Staples 7.6%
4 Financials 6.79%
5 Energy 5.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-945