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
376
$11.5K ﹤0.01%
56
377
$11.5K ﹤0.01%
239
378
$11.5K ﹤0.01%
240
379
$11.5K ﹤0.01%
27
380
$11.4K ﹤0.01%
81
381
$11.1K ﹤0.01%
300
382
$11K ﹤0.01%
163
383
$10.7K ﹤0.01%
100
384
$10.4K ﹤0.01%
75
385
$10.3K ﹤0.01%
448
386
$10.3K ﹤0.01%
59
387
$10.2K ﹤0.01%
28
388
$10.2K ﹤0.01%
118
389
$9.86K ﹤0.01%
24
390
$9.49K ﹤0.01%
187
391
$9.49K ﹤0.01%
188
392
$9.48K ﹤0.01%
48
393
$9.05K ﹤0.01%
210
394
$8.78K ﹤0.01%
222
+25
395
$8.73K ﹤0.01%
267
396
$8.71K ﹤0.01%
29
397
$8.53K ﹤0.01%
46
398
$8.51K ﹤0.01%
49
399
$8.48K ﹤0.01%
104
400
$8.34K ﹤0.01%
77