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NWM
Northwest Wealth Management Portfolio holdings
AUM
$665M
1-Year Est. Return
20.85%
This Fund
S&P 500
1 Year Est. Return
+20.85%
AUM
$636M
AUM Growth
+$28.8M
(+4.7%)
Holding
258
Top Buys
| 1 | +$7.15M | |
| 2 | +$3.6M | |
| 3 | +$2.96M | |
| 4 |
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
|
+$2.56M |
| 5 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
+$2.47M |
Top Sells
| 1 | +$6.95M | |
| 2 | +$3.85M | |
| 3 | +$1.65M | |
| 4 |
Avantis International Small Cap Value ETF
AVDV
|
+$1.34M |
| 5 |
iShares Core 60/40 Balanced Allocation ETF
AOR
|
+$1.23M |
Sector Composition
| 1 | Technology | 6.05% |
| 2 | Consumer Discretionary | 2.92% |
| 3 | Financials | 2.6% |
| 4 | Industrials | 1.74% |
| 5 | Healthcare | 1.41% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
251
Ford
F
$59.1B
| – | – |
-10,998
|
|
||
252
iShares 7-10 Year Treasury Bond ETF
IEF
$47.1B
| – | – |
-2,220
|
|
||
253
Intuit
INTU
$75.7B
| – | – |
-351
|
|
||
254
Manhattan Associates
MANH
$8.46B
| – | – |
-983
|
|
||
255
Molina Healthcare
MOH
$10.4B
| – | – |
-1,164
|
|
||
256
Marvell Technology
MRVL
$245B
| – | – |
-2,529
|
|
||
257
O'Reilly Automotive
ORLY
$75.4B
| – | – |
-2,149
|
|
||
258
State Street SPDR Portfolio TIPS ETF
SPIP
$1.01B
| – | – |
-9,520
|
|