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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
476
$2K ﹤0.01%
+200
477
$2K ﹤0.01%
92
478
$2K ﹤0.01%
17
479
$2K ﹤0.01%
20
480
$2K ﹤0.01%
43
481
$2K ﹤0.01%
73
482
$2K ﹤0.01%
145
483
$2K ﹤0.01%
6
+3
484
$2K ﹤0.01%
98
485
$2K ﹤0.01%
39
486
$2K ﹤0.01%
19
487
$2K ﹤0.01%
115
488
$2K ﹤0.01%
100
489
$2K ﹤0.01%
37
+1
490
$2K ﹤0.01%
18
491
$2K ﹤0.01%
109
492
$2K ﹤0.01%
64
493
$2K ﹤0.01%
68
494
$2K ﹤0.01%
23
495
$2K ﹤0.01%
50
496
$2K ﹤0.01%
150
497
$1K ﹤0.01%
11
498
$1K ﹤0.01%
27
+1
499
$1K ﹤0.01%
26
500
$1K ﹤0.01%
8
18 19
20
21 22