NWMG
Nicholson Wealth Management Group Portfolio holdings
AUM
$162M
1-Year Est. Return
16.64%
1 Year Est. Return
+16.64%
AUM
$162M
AUM Growth
+$9.93M
(+6.5%)
Holding
108
Top Buys
| 1 | +$477K | |
| 2 | +$423K | |
| 3 | +$418K | |
| 4 |
W.R. Berkley
WRB
|
+$407K |
| 5 |
Roper Technologies
ROP
|
+$396K |
Top Sells
| 1 | +$1.48M | |
| 2 | +$574K | |
| 3 | +$48.6K | |
| 4 |
OCTM
FT Vest U.S. Equity Max Buffer ETF - October
OCTM
|
+$27K |
| 5 |
Exxon Mobil
XOM
|
+$21.9K |
Sector Composition
| 1 | Technology | 15.03% |
| 2 | Financials | 13.72% |
| 3 | Healthcare | 13.14% |
| 4 | Industrials | 11.6% |
| 5 | Consumer Staples | 9.98% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Nucor
NUE
$31.8B
| $250K | 0.15% |
1,931
|
|
||
102
Bank of America
BAC
$385B
| $229K | 0.14% |
+4,832
|
|
||
103
iShares Silver Trust
SLV
$23.7B
| $225K | 0.14% |
+6,860
|
|
||
104
Capital Group Core Balanced ETF
CGBL
$3.44B
| $214K | 0.13% |
+6,392
|
|
||
105
Vanguard Dividend Appreciation ETF
VIG
$99.1B
| $210K | 0.13% |
+1,026
|
|
||
106
iShares Core S&P 500 ETF
IVV
$672B
| $208K | 0.13% |
+335
|
|
||
107
Vanguard FTSE Developed Markets ETF
VEA
$180B
| $200K | 0.12% |
+3,510
|
|
||
108
iShares Select Dividend ETF
DVY
$21B
| – | – |
-4,273
|
|