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
376
$10.1K 0.01%
+239
377
$10.1K 0.01%
+174
378
$10.1K 0.01%
+879
379
$10.1K 0.01%
+243
380
$10K 0.01%
+333
381
$9.87K 0.01%
+141
382
$9.55K 0.01%
+89
383
$9.39K 0.01%
+1,107
384
$9.31K 0.01%
+179
385
$9.27K 0.01%
+127
386
$9.23K 0.01%
+58
387
$9.16K 0.01%
+216
388
$9.14K 0.01%
+200
389
$9.12K 0.01%
+24
390
$9.09K 0.01%
+261
391
$8.9K 0.01%
+173
392
$8.8K 0.01%
+76
393
$8.7K 0.01%
+200
394
$8.5K 0.01%
+747
395
$8.32K 0.01%
+64
396
$8.24K 0.01%
+56
397
$8.1K 0.01%
+35
398
$8.05K 0.01%
+10
399
$7.95K 0.01%
+151
400
$7.89K 0.01%
+112
14 15
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