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
$188M
AUM Growth
+$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Sector Composition

1 Technology 10.16%
2 Consumer Staples 3.16%
3 Consumer Discretionary 2.8%
4 Healthcare 2.12%
5 Financials 1.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-5,265