NWP

Northstar Wealth Partners Portfolio holdings

AUM $215M
1-Year Est. Return 12.88%
This Quarter Est. Return
1 Year Est. Return
+12.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$102M
AUM Growth
-$7.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1 +$514K
2 +$434K
3 +$433K
4
ODFL icon
Old Dominion Freight Line
ODFL
+$427K
5
MGV icon
Vanguard Mega Cap Value ETF
MGV
+$416K

Sector Composition

1 Industrials 13.15%
2 Technology 9.15%
3 Consumer Staples 9.12%
4 Healthcare 8.69%
5 Communication Services 6.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-2,216