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
$191M
AUM Growth
-$21.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Sells

1 +$1.2M
2 +$846K
3 +$631K
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$428K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$398K

Sector Composition

1 Technology 9.98%
2 Consumer Discretionary 3.14%
3 Consumer Staples 2.96%
4 Healthcare 1.89%
5 Financials 1.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-3,667
102
-2,784
103
-4,190