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
326
$16.5K 0.01%
+96
327
$16.2K 0.01%
+166
328
$16.1K 0.01%
+180
329
$16K 0.01%
+203
330
$15.9K 0.01%
+323
331
$15.8K 0.01%
+31
332
$15.6K 0.01%
+25
333
$15.6K 0.01%
+40
334
$15.5K 0.01%
+690
335
$15.4K 0.01%
+104
336
$15.2K 0.01%
+134
337
$15.2K 0.01%
+241
338
$15.1K 0.01%
+540
339
$15.1K 0.01%
+256
340
$14.8K 0.01%
+69
341
$14.8K 0.01%
+108
342
$14.6K 0.01%
+200
343
$14.4K 0.01%
+82
344
$14.2K 0.01%
+478
345
$14.1K 0.01%
+85
346
$14.1K 0.01%
+100
347
$14K 0.01%
+536
348
$13.8K 0.01%
+101
349
$13.7K 0.01%
+1,157
350
$13.6K 0.01%
+106