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
351
$13.5K 0.01%
+318
352
$13.2K 0.01%
+128
353
$13.1K 0.01%
+336
354
$12.8K 0.01%
+87
355
$12.7K 0.01%
+242
356
$12.2K 0.01%
+199
357
$11.9K 0.01%
+162
358
$11.8K 0.01%
+66
359
$11.8K 0.01%
+168
360
$11.8K 0.01%
+231
361
$11.7K 0.01%
+88
362
$11.7K 0.01%
+179
363
$11.3K 0.01%
+134
364
$11.3K 0.01%
+206
365
$11.2K 0.01%
+100
366
$10.9K 0.01%
+31
367
$10.9K 0.01%
+250
368
$10.8K 0.01%
+58
369
$10.8K 0.01%
+292
370
$10.8K 0.01%
+118
371
$10.8K 0.01%
+127
372
$10.2K 0.01%
+100
373
$10.2K 0.01%
+22
374
$10.1K 0.01%
+160
375
$10.1K 0.01%
+37
13 14
15
16 17