NWP
Northstar Wealth Partners Portfolio holdings
AUM
$215M
This Quarter Return
+4.63%
1 Year Return
+12.88%
3 Year Return
+36.3%
5 Year Return
–
10 Year Return
–
AUM
$108M
AUM Growth
–
Cap. Flow
+$108M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
28.89%
Holding
133
New
133
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$5.54M |
| 2 |
Exxon Mobil
XOM
|
$4.59M |
| 3 |
RTX Corp
RTX
|
$3.12M |
| 4 |
GE Aerospace
GE
|
$3.05M |
| 5 |
Johnson & Johnson
JNJ
|
$3M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Industrials | 12.84% |
| 2 | Consumer Staples | 9.26% |
| 3 | Healthcare | 8.92% |
| 4 | Technology | 8.01% |
| 5 | Financials | 6.98% |
