NWAG
Net Worth Advisory Group Portfolio holdings
AUM
$451M
1-Year Return
13.05%
This Quarter Return
+5.92%
1 Year Return
+13.05%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$337M
AUM Growth
–
Cap. Flow
+$337M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
29.53%
Holding
386
New
386
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 13.09% |
| 2 | Healthcare | 8.8% |
| 3 | Financials | 8.56% |
| 4 | Industrials | 7.06% |
| 5 | Consumer Discretionary | 4.2% |
