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
$312M
AUM Growth
+$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
561
New
Increased
Reduced
Closed

Top Buys

1 +$2.2M
2 +$1.18M
3 +$330K
4
MBB icon
iShares MBS ETF
MBB
+$272K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$203K

Sector Composition

1 Technology 11.4%
2 Consumer Discretionary 9.98%
3 Consumer Staples 2.3%
4 Healthcare 1.75%
5 Financials 1.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$13.6K ﹤0.01%
38
352
$13.5K ﹤0.01%
207
353
$13.5K ﹤0.01%
26
354
$13.5K ﹤0.01%
109
355
$13.2K ﹤0.01%
30
356
$13K ﹤0.01%
183
357
$13K ﹤0.01%
51
358
$13K ﹤0.01%
164
359
$12.9K ﹤0.01%
53
360
$12.9K ﹤0.01%
978
361
$12.9K ﹤0.01%
300
362
$12.9K ﹤0.01%
219
363
$12.8K ﹤0.01%
518
364
$12.7K ﹤0.01%
395
365
$12.7K ﹤0.01%
215
366
$12.7K ﹤0.01%
62
367
$12.4K ﹤0.01%
77
368
$12.3K ﹤0.01%
238
369
$12.1K ﹤0.01%
93
370
$12.1K ﹤0.01%
400
-81
371
$12.1K ﹤0.01%
885
372
$11.9K ﹤0.01%
58
373
$11.8K ﹤0.01%
317
374
$11.6K ﹤0.01%
109
375
$11.6K ﹤0.01%
50