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Nordwand Advisors Portfolio holdings

AUM $631M
1-Year Est. Return 31.55%
This Quarter Est. Return
1 Year Est. Return
+31.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$637M
AUM Growth
+$371M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Top Buys

1 +$33M
2 +$24.8M
3 +$16.6M
4
ETN icon
Eaton
ETN
+$13.2M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$13.1M

Top Sells

1 +$39.1M
2 +$29.2M
3 +$2.88M
4
FSK icon
FS KKR Capital
FSK
+$646K
5
JEPQ icon
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
+$146K

Sector Composition

1 Technology 21.81%
2 Financials 21.76%
3 Healthcare 15.4%
4 Industrials 14.78%
5 Consumer Discretionary 3.41%