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
$91.2M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Technology 6.06%
2 Financials 3.21%
3 Consumer Discretionary 1.94%
4 Consumer Staples 1%
5 Energy 0.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$245K 0.27%
+2,999
52
$237K 0.26%
+2,328
53
$236K 0.26%
+879
54
$230K 0.25%
+4,291
55
$229K 0.25%
+2,984
56
$223K 0.24%
+1,590
57
$217K 0.24%
+628
58
$214K 0.23%
+1,220
59
$213K 0.23%
+12,927
60
$202K 0.22%
+1,407
61
$191K 0.21%
+2,279