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
$206M
AUM Growth
+$17.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Sector Composition

1 Technology 12%
2 Consumer Discretionary 9.54%
3 Consumer Staples 2.88%
4 Healthcare 1.91%
5 Financials 1.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-949
102
-15,863
103
-8,257