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
326
$14.4K 0.01%
+154
327
$14.4K 0.01%
+198
328
$14.4K 0.01%
+500
329
$14.3K 0.01%
+195
330
$14.2K 0.01%
+31
331
$14.1K 0.01%
+325
332
$14.1K 0.01%
+227
333
$14K 0.01%
+69
334
$13.9K 0.01%
+147
335
$13.8K 0.01%
+290
336
$13.6K 0.01%
+92
337
$13.6K 0.01%
+150
338
$13.6K 0.01%
+77
339
$13.4K 0.01%
+136
340
$13.2K 0.01%
+276
341
$13.2K 0.01%
+87
342
$13.2K 0.01%
+240
343
$13.1K 0.01%
+978
344
$13K 0.01%
+317
345
$12.9K 0.01%
+424
346
$12.8K 0.01%
+204
347
$12.8K 0.01%
+151
348
$12.7K 0.01%
+900
349
$12.3K 0.01%
+207
350
$12.3K 0.01%
+885