NFA
Northwest Financial Advisors Portfolio holdings
AUM
$51.8M
1-Year Est. Return
15.25%
This Fund
S&P 500
1 Year Est. Return
+15.25%
AUM
$51.8M
AUM Growth
+$3.2M
(+6.6%)
Holding
76
Top Buys
| 1 | +$698K | |
| 2 | +$668K | |
| 3 | +$614K | |
| 4 |
T. Rowe Price Capital Appreciation Equity ETF
TCAF
|
+$566K |
| 5 |
JPMorgan Active Growth ETF
JGRO
|
+$511K |
Top Sells
| 1 | +$497K | |
| 2 | +$293K | |
| 3 | +$262K | |
| 4 |
TJX Companies
TJX
|
+$246K |
| 5 |
Palantir
PLTR
|
+$241K |
Sector Composition
| 1 | Financials | 4.15% |
| 2 | Industrials | 3.94% |
| 3 | Technology | 1.96% |
| 4 | Consumer Staples | 1.68% |
| 5 | Healthcare | 0.82% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Vanguard Growth ETF
VUG
$222B
| – | – |
-2,706
|
|