NWMG
Nicholson Wealth Management Group Portfolio holdings
AUM
$162M
1-Year Est. Return
16.64%
1 Year Est. Return
+16.64%
AUM
$152M
AUM Growth
+$2.75M
(+1.8%)
Holding
103
Top Buys
| 1 | +$521K | |
| 2 | +$365K | |
| 3 | +$272K | |
| 4 |
Mastercard
MA
|
+$233K |
| 5 |
Roper Technologies
ROP
|
+$204K |
Top Sells
| 1 | +$873K | |
| 2 | +$284K | |
| 3 | +$62.6K | |
| 4 |
Brown-Forman Class B
BF.B
|
+$56.4K |
| 5 |
Tesla
TSLA
|
+$45.4K |
Sector Composition
| 1 | Financials | 13.63% |
| 2 | Technology | 13.13% |
| 3 | Healthcare | 12.97% |
| 4 | Industrials | 11.07% |
| 5 | Consumer Staples | 10.99% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
NVIDIA
NVDA
$4.53T
| $224K | 0.15% |
2,065
+315
|
|
||
|
102
Roper Technologies
ROP
$51.5B
| $204K | 0.13% |
+346
|
|
||
103
Vanguard Dividend Appreciation ETF
VIG
$99.1B
| – | – |
-4,456
|
|