NFA
Northwest Financial Advisors Portfolio holdings
AUM
$71.7M
1-Year Return
13.61%
This Quarter Return
+10.81%
1 Year Return
+13.61%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$118M
AUM Growth
–
Cap. Flow
+$118M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
48.11%
Holding
570
New
563
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Invesco Total Return Bond ETF
GTO
|
$15.4M |
| 2 |
Apple
AAPL
|
$14.3M |
| 3 |
Microsoft
MSFT
|
$6.78M |
| 4 |
Invesco QQQ Trust
QQQ
|
$3.81M |
| 5 |
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% |
