NFW
Noble Family Wealth Portfolio holdings
AUM
$409M
1-Year Return
12.13%
This Quarter Return
+3.36%
1 Year Return
+12.13%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$293M
AUM Growth
–
Cap. Flow
+$293M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
61.6%
Holding
59
New
59
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard Dividend Appreciation ETF
VIG
|
+$27.8M |
| 2 |
Vanguard Value ETF
VTV
|
+$24.2M |
| 3 |
Schwab US Dividend Equity ETF
SCHD
|
+$22.6M |
| 4 |
Schwab US Mid-Cap ETF
SCHM
|
+$22.3M |
| 5 |
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% |
