NFW

Noble Family Wealth Portfolio holdings

AUM $453M
1-Year Est. Return 10.56%
This Quarter Est. Return
1 Year Est. Return
+10.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$293M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$27.8M
2
+$24.2M
3
+$22.6M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$22.3M
5
VUG icon
Vanguard Growth ETF
VUG
+$17.2M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 0.47%
2 Financials 0.39%
3 Technology 0.3%
4 Consumer Discretionary 0.14%
5 Healthcare 0.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.85M 0.97%
+58,748
27
$2.65M 0.91%
+24,994
28
$2.35M 0.8%
+21,495
29
$2.06M 0.7%
+61,047
30
$1.96M 0.67%
+39,663
31
$1.71M 0.59%
+28,818
32
$1.71M 0.58%
+72,508
33
$1.67M 0.57%
+31,115
34
$1.56M 0.53%
+7,210
35
$1.36M 0.47%
+7,030
36
$1.28M 0.44%
+52,432
37
$1.17M 0.4%
+47,646
38
$1.06M 0.36%
+8,983
39
$1.01M 0.34%
+10,106
40
$958K 0.33%
+23,721
41
$759K 0.26%
+5,000
42
$729K 0.25%
+28,924
43
$680K 0.23%
+28,700
44
$678K 0.23%
+42,057
45
$671K 0.23%
+7,160
46
$663K 0.23%
+2,300
47
$559K 0.19%
+10,449
48
$470K 0.16%
+4,952
49
$466K 0.16%
+1
50
$405K 0.14%
+1,450
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