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
151
$107K 0.09%
10,787
152
$104K 0.08%
+827
153
$104K 0.08%
+343
154
$102K 0.08%
+495
155
$101K 0.08%
+1,439
156
$99K 0.08%
+365
157
$97.9K 0.08%
+167
158
$97.1K 0.08%
+1,900
159
$97K 0.08%
+1,715
160
$95.5K 0.08%
+806
161
$94.8K 0.08%
+353
162
$94.7K 0.08%
+615
163
$93.4K 0.07%
+569
164
$93.1K 0.07%
+472
165
$91.5K 0.07%
+1,789
166
$91K 0.07%
+600
167
$90K 0.07%
+1,755
168
$88K 0.07%
+1,049
169
$86.3K 0.07%
+304
170
$84.8K 0.07%
+1,309
171
$84.7K 0.07%
+1,285
172
$83.8K 0.07%
+2,017
173
$83.5K 0.07%
+501
174
$83.5K 0.07%
+4,221
175
$83.4K 0.07%
+1,011