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NWA
Northwest Wealth Advisors Portfolio holdings
AUM
$140M
This Fund
S&P 500
This Quarter
Est. Return
-2.33%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$140M
AUM Growth
+$11.5M
(+9%)
Cap. Flow
+$16M
Cap. Flow
% of AUM
11.39%
Top 10 Holdings %
Top 10 Hldgs %
62.02%
Holding
65
New
4
Increased
41
Reduced
14
Closed
1
Top Buys
| 1 |
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
|
+$2.32M |
| 2 |
iShares Morningstar Value ETF
ILCV
|
+$2.29M |
| 3 |
iShares Morningstar Mid-Cap ETF
IMCB
|
+$2.15M |
| 4 |
T. Rowe Price Value ETF
TVAL
|
+$1.19M |
| 5 |
T. Rowe Price Growth ETF
TGRT
|
+$1.16M |
Top Sells
| 1 |
Mercado Libre
MELI
|
+$222K |
| 2 |
Vanguard S&P 500 Value ETF
VOOV
|
+$199K |
| 3 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$159K |
| 4 |
VanEck Semiconductor ETF
SMH
|
+$96.1K |
| 5 |
Invesco QQQ Trust
QQQ
|
+$79.6K |
Sector Composition
| 1 | Technology | 4.29% |
| 2 | Financials | 3.86% |
| 3 | Consumer Staples | 0.64% |
| 4 | Consumer Discretionary | 0.16% |
| 5 | Healthcare | 0.14% |
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