NCM
Northwest Capital Management Portfolio holdings
AUM
$185M
1-Year Return
12.09%
This Quarter Return
-12.07%
1 Year Return
+12.09%
3 Year Return
+47.59%
5 Year Return
+69.78%
10 Year Return
–
AUM
$71.2M
AUM Growth
-$22.9M
(-24%)
Cap. Flow
-$12.8M
Cap. Flow
% of AUM
-17.96%
Top 10 Holdings %
Top 10 Hldgs %
56.58%
Holding
80
New
6
Increased
26
Reduced
16
Closed
11
Top Buys
Top Sells
Sector Composition
| 1 | Technology | 10.53% |
| 2 | Consumer Discretionary | 3.96% |
| 3 | Healthcare | 3.76% |
| 4 | Financials | 3.02% |
| 5 | Energy | 2.73% |