NCM

Northwest Capital Management Portfolio holdings

AUM $23.1M
1-Year Est. Return 13.6%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$23.1M
AUM Growth
-$72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
255
New
Increased
Reduced
Closed

Top Buys

1 +$72.5K
2 +$71.7K
3 +$18.1K
4
GOP
Unusual Whales Subversive Republican Trading ETF
GOP
+$37

Top Sells

1 +$7.68M
2 +$7.28M
3 +$5.08M
4
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$3.7M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$2.97M

Sector Composition

1 Consumer Staples 19.04%
2 Technology 8.47%
3 Communication Services 2.5%
4 Healthcare 2.08%
5 Financials 1.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
VGK icon
251
Vanguard FTSE Europe ETF
VGK
$30.7B
-5,472
IWM icon
252
iShares Russell 2000 ETF
IWM
$76.6B
-219
IXC icon
253
iShares Global Energy ETF
IXC
$2.69B
-565
IXN icon
254
iShares Global Tech ETF
IXN
$7.81B
-600
IXUS icon
255
iShares Core MSCI Total International Stock ETF
IXUS
$55.9B
-3,031