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
426
$6.24K ﹤0.01%
29
427
$6.12K ﹤0.01%
70
428
$6.1K ﹤0.01%
6
429
$6.1K ﹤0.01%
37
430
$6.05K ﹤0.01%
3,397
431
$5.88K ﹤0.01%
100
432
$5.78K ﹤0.01%
7
433
$5.63K ﹤0.01%
191
434
$5.23K ﹤0.01%
100
435
$5K ﹤0.01%
6
436
$4.98K ﹤0.01%
66
437
$4.84K ﹤0.01%
97
438
$4.84K ﹤0.01%
135
439
$4.79K ﹤0.01%
123
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$4.52K ﹤0.01%
280
441
$4.4K ﹤0.01%
16
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$4.33K ﹤0.01%
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$4.3K ﹤0.01%
35
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$4.29K ﹤0.01%
149
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$4.23K ﹤0.01%
40
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$4.09K ﹤0.01%
9
447
$4.01K ﹤0.01%
166
448
$3.92K ﹤0.01%
68
449
$3.9K ﹤0.01%
23
450
$3.9K ﹤0.01%
25