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
301
$20.1K 0.02%
+378
302
$20.1K 0.02%
+430
303
$19.8K 0.02%
+551
304
$19.6K 0.02%
+81
305
$19.5K 0.02%
+82
306
$19.2K 0.02%
+300
307
$19.1K 0.02%
+176
308
$19.1K 0.02%
+1,030
309
$18.8K 0.02%
+75
310
$18.8K 0.02%
+69
311
$18.7K 0.02%
+155
312
$18.7K 0.02%
+32
313
$18.5K 0.02%
+317
314
$18.5K 0.02%
+38
315
$18.2K 0.02%
+200
316
$17.8K 0.02%
+279
317
$17.8K 0.02%
+520
318
$17.6K 0.01%
+2,000
319
$17.5K 0.01%
+15
320
$17.4K 0.01%
+40
321
$17.3K 0.01%
+1,190
322
$17.3K 0.01%
+137
323
$16.9K 0.01%
+113
324
$16.8K 0.01%
+2,014
325
$16.6K 0.01%
+2,332