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
$330M
AUM Growth
+$33.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$2.23M
2
+$628K
3
+$622K
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$568K
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$568K

Top Sells

1
+$715K
2
+$433K
3
+$271K
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$261K
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$128K

Sector Composition

1 Financials 0.41%
2 Technology 0.34%
3 Industrials 0.33%
4 Consumer Discretionary 0.13%
5 Healthcare 0.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$438K 0.13%
23,628
-318
52
$436K 0.13%
1,470
53
$434K 0.13%
2,160
54
$412K 0.12%
3,600
55
$399K 0.12%
14,248
56
$293K 0.09%
2,691
57
$255K 0.08%
533
58
$253K 0.08%
2,400
59
$248K 0.08%
4,480
60
$221K 0.07%
5,500
1 2
3