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
$126M
AUM Growth
+$27.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
571
New
Increased
Reduced
Closed

Top Sells

1 +$282K
2 +$192K
3 +$134K
4
NVDA icon
NVIDIA
NVDA
+$112K
5
WMT icon
Walmart
WMT
+$95.8K

Sector Composition

1 Technology 25.09%
2 Financials 7.64%
3 Consumer Discretionary 5.77%
4 Industrials 4.65%
5 Healthcare 3.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$18.5K 0.01%
+328
327
$18.2K 0.01%
+87
328
$18.2K 0.01%
+166
329
$18.1K 0.01%
+243
330
$18K 0.01%
+204
331
$17.8K 0.01%
+2,000
332
$17.8K 0.01%
+130
333
$17.7K 0.01%
+2,332
334
$17.4K 0.01%
+500
335
$17.4K 0.01%
+143
336
$17.3K 0.01%
+86
337
$17.1K 0.01%
+105
338
$17K 0.01%
+183
339
$16.9K 0.01%
+309
340
$16.8K 0.01%
+2,014
341
$16.8K 0.01%
+141
342
$16.7K 0.01%
+135
343
$16.7K 0.01%
+336
344
$16.7K 0.01%
+1,274
345
$16.4K 0.01%
+70
346
$16.3K 0.01%
+378
347
$16.2K 0.01%
+2,363
348
$16.1K 0.01%
+18
349
$15.9K 0.01%
+400
350
$15.9K 0.01%
+318