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Nordwand Advisors Portfolio holdings

AUM $572M
1-Year Est. Return 23.09%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$243M
AUM Growth
-$131M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$391K
2
+$329K
3
+$93.6K
4
SDP icon
ProShares UltraShort Utilities
SDP
+$15.6K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$10.3K

Top Sells

1
+$57.5M
2
+$49.9M
3
+$26.6M
4
GRAB icon
Grab
GRAB
+$3.01M
5
MP icon
MP Materials
MP
+$408K

Sector Composition

1 Financials 45.75%
2 Healthcare 39.21%
3 Technology 6.15%
4 Consumer Discretionary 1.21%
5 Materials 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
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