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
51
$405K 0.14%
+25,395
52
$392K 0.13%
+14,248
53
$385K 0.13%
+2,160
54
$361K 0.12%
+3,600
55
$280K 0.1%
+2,629
56
$224K 0.08%
+4,480
57
$223K 0.08%
+2,400
58
$217K 0.07%
+5,500
59
$210K 0.07%
+2,114
1 2
3