NCM
Northwest Capital Management Portfolio holdings
AUM
$23.1M
1-Year Est. Return
13.6%
This Fund
S&P 500
1 Year Est. Return
+13.6%
AUM
$298M
AUM Growth
+$39.2M
(+15%)
Holding
598
Top Buys
| 1 | +$8.97M | |
| 2 | +$8.33M | |
| 3 | +$3.93M | |
| 4 |
Fidelity Total Bond ETF
FBND
|
+$1.42M |
| 5 |
Invesco NASDAQ 100 ETF
QQQM
|
+$756K |
Top Sells
| 1 | +$2.11M | |
| 2 | +$1.75M | |
| 3 | +$1.58M | |
| 4 |
Microsoft
MSFT
|
+$851K |
| 5 |
State Street SPDR Bloomberg 3-12 Month T-Bill ETF
BILS
|
+$749K |
Sector Composition
| 1 | Technology | 11.6% |
| 2 | Consumer Discretionary | 9.17% |
| 3 | Consumer Staples | 2.22% |
| 4 | Healthcare | 1.67% |
| 5 | Financials | 1.45% |