NFA

Northwest Financial Advisors Portfolio holdings

AUM $71.7M
1-Year Est. Return 13.61%
This Quarter Est. Return
1 Year Est. Return
+13.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$118M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
570
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$14.3M
3
+$6.78M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$3.81M
5
AMZN icon
Amazon
AMZN
+$3.76M

Top Sells

No sells this quarter

Sector Composition

1 Technology 22.1%
2 Financials 7.26%
3 Consumer Discretionary 5.77%
4 Industrials 4.67%
5 Healthcare 3.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$25.5K 0.02%
+620
277
$25.5K 0.02%
+231
278
$25.3K 0.02%
+300
279
$25.2K 0.02%
+328
280
$25.1K 0.02%
+1,820
281
$25K 0.02%
+191
282
$24.5K 0.02%
+1,089
283
$24.4K 0.02%
+100
284
$23.7K 0.02%
+1,072
285
$23.5K 0.02%
+1,708
286
$23.3K 0.02%
+3,449
287
$22.9K 0.02%
+500
288
$22.8K 0.02%
+2,675
289
$22K 0.02%
+81
290
$22K 0.02%
+304
291
$21.8K 0.02%
+175
292
$21.3K 0.02%
+119
293
$21.2K 0.02%
+94
294
$21K 0.02%
+161
295
$21K 0.02%
+1,700
296
$20.9K 0.02%
+90
297
$20.5K 0.02%
+428
298
$20.3K 0.02%
+353
299
$20.2K 0.02%
+400
300
$20.1K 0.02%
+1,010
10 11
12
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