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
376
$12.1K 0.01%
+338
377
$12.1K 0.01%
+119
378
$12.1K 0.01%
+37
379
$12K 0.01%
+101
380
$11.9K 0.01%
+261
381
$11.9K 0.01%
+100
382
$11.5K 0.01%
+292
383
$11.5K 0.01%
+200
384
$11.4K 0.01%
+128
385
$11.3K 0.01%
+75
386
$11.3K 0.01%
+913
387
$11.3K 0.01%
+24
388
$11.2K 0.01%
+119
389
$11.1K 0.01%
+1,107
390
$10.9K 0.01%
+420
391
$10.6K 0.01%
10,000
392
$9.98K 0.01%
+92
393
$9.9K 0.01%
+99
394
$9.72K 0.01%
+216
395
$9.68K 0.01%
+300
396
$9.52K 0.01%
+99
397
$9.47K 0.01%
+129
398
$9.45K 0.01%
+114
399
$9.41K 0.01%
+164
400
$9.41K 0.01%
+19