NPP
New Potomac Partners Portfolio holdings
AUM
$195M
1-Year Est. Return
30.7%
1 Year Est. Return
+30.7%
AUM
$195M
AUM Growth
+$11.7M
(+6.4%)
Holding
152
Top Buys
| 1 | +$636K | |
| 2 | +$615K | |
| 3 | +$378K | |
| 4 |
Walt Disney
DIS
|
+$353K |
| 5 |
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
|
+$300K |
Top Sells
| 1 | +$537K | |
| 2 | +$504K | |
| 3 | +$392K | |
| 4 |
Meta Platforms (Facebook)
META
|
+$258K |
| 5 |
AbbVie
ABBV
|
+$238K |
Sector Composition
| 1 | Technology | 16.96% |
| 2 | Financials | 9.27% |
| 3 | Healthcare | 7.8% |
| 4 | Consumer Discretionary | 7.68% |
| 5 | Communication Services | 6.02% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Invesco Solar ETF
TAN
$861M
| $2.16K | ﹤0.01% |
+50
|
|
||
152
Albertsons Companies
ACI
$9.66B
| $1.85K | ﹤0.01% |
+100
|
|