NCM

Northwest Capital Management Portfolio holdings

AUM $95.1M
1-Year Est. Return 13.49%
This Quarter Est. Return
1 Year Est. Return
+13.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$239M
AUM Growth
+$32.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
563
New
Increased
Reduced
Closed

Top Buys

1 +$2.3M
2 +$1.29M
3 +$610K
4
MBB icon
iShares MBS ETF
MBB
+$387K
5
DOW icon
Dow Inc
DOW
+$362K

Sector Composition

1 Technology 13.7%
2 Consumer Discretionary 10.19%
3 Consumer Staples 2.85%
4 Healthcare 2.01%
5 Financials 1.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$19.5K 0.01%
+438
302
$19.1K 0.01%
+190
303
$19K 0.01%
+84
304
$18.9K 0.01%
+596
305
$18.6K 0.01%
+459
306
$18.1K 0.01%
+41
307
$17.7K 0.01%
+228
308
$17.6K 0.01%
+153
309
$17.4K 0.01%
+490
310
$17.2K 0.01%
+134
311
$16.9K 0.01%
+256
312
$16.7K 0.01%
+150
313
$16.5K 0.01%
+252
314
$16.5K 0.01%
+154
315
$16.3K 0.01%
+56
316
$16K 0.01%
+160
317
$15.8K 0.01%
+129
318
$15.6K 0.01%
+38
319
$15.5K 0.01%
+75
320
$15.5K 0.01%
+201
321
$15K 0.01%
+295
322
$14.8K 0.01%
+481
323
$14.7K 0.01%
+100
324
$14.6K 0.01%
+317
325
$14.6K 0.01%
+400