NFA
Northwest Financial Advisors Portfolio holdings
AUM
$71.7M
1-Year Return
13.61%
This Quarter Return
+6.18%
1 Year Return
+13.61%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$126M
AUM Growth
+$27.3M
(+28%)
Cap. Flow
+$22.6M
Cap. Flow
% of AUM
17.95%
Top 10 Holdings %
Top 10 Hldgs %
40.83%
Holding
571
New
480
Increased
47
Reduced
35
Closed
–
Top Buys
Top Sells
| 1 |
First Trust Rising Dividend Achievers ETF
RDVY
|
$282K |
| 2 |
Invesco QQQ Trust
QQQ
|
$192K |
| 3 |
Microsoft
MSFT
|
$134K |
| 4 |
NVIDIA
NVDA
|
$112K |
| 5 |
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% |
