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NWM

Northwest Wealth Management Portfolio holdings

AUM $665M
1-Year Est. Return 20.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$134M
AUM Growth
+$564K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
558
New
Increased
Reduced
Closed

Top Buys

1
+$1.2M
2
+$545K
3
+$357K
4
FMB icon
First Trust Managed Municipal ETF
FMB
+$301K
5
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$295K

Top Sells

1
+$1.2M
2
+$976K
3
+$737K
4
FYT icon
First Trust Small Cap Value AlphaDEX Fund
FYT
+$421K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$410K

Sector Composition

1 Financials 8.33%
2 Energy 5.15%
3 Industrials 3.95%
4 Technology 3.58%
5 Consumer Discretionary 3.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$5K ﹤0.01%
23
427
$5K ﹤0.01%
99
+1
428
$5K ﹤0.01%
132
429
$5K ﹤0.01%
275
-175
430
$5K ﹤0.01%
60
431
$5K ﹤0.01%
140
-38
432
$5K ﹤0.01%
96
433
$4K ﹤0.01%
85
434
$4K ﹤0.01%
131
435
$4K ﹤0.01%
150
436
$4K ﹤0.01%
15
437
$4K ﹤0.01%
53
+1
438
$4K ﹤0.01%
130
439
$4K ﹤0.01%
23
440
$4K ﹤0.01%
8
441
$4K ﹤0.01%
+276
442
$4K ﹤0.01%
86
+36
443
$4K ﹤0.01%
90
444
$4K ﹤0.01%
150
445
$4K ﹤0.01%
+55
446
$4K ﹤0.01%
40
447
$4K ﹤0.01%
1,713
448
$4K ﹤0.01%
+50
449
$4K ﹤0.01%
56
450
$4K ﹤0.01%
770
16 17
18
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