NWMP
Noble Wealth Management PBC Portfolio holdings
AUM
$146M
This Quarter Return
-0.19%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$144M
AUM Growth
–
Cap. Flow
+$144M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
23.18%
Holding
459
New
454
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Core S&P Small-Cap ETF
IJR
|
$3.86M |
| 2 |
Fidelity Investment Grade Bond ETF
FIGB
|
$3.79M |
| 3 |
FT Vest Fund of Buffer ETFs
BUFR
|
$3.46M |
| 4 |
PIMCO Dynamic Income Fund
PDI
|
$3.45M |
| 5 |
Tesla
TSLA
|
$3.44M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 4.63% |
| 2 | Consumer Discretionary | 3.4% |
| 3 | Technology | 2.8% |
| 4 | Communication Services | 0.84% |
| 5 | Healthcare | 0.39% |
