NWM
Northwest Wealth Management Portfolio holdings
AUM
$553M
This Quarter Return
+2.31%
1 Year Return
+13.46%
3 Year Return
+46.3%
5 Year Return
+81.39%
10 Year Return
–
AUM
$98.1M
AUM Growth
–
Cap. Flow
+$98.1M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
44.07%
Holding
89
New
89
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard Small-Cap Value ETF
VBR
|
$7.29M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$5.49M |
| 3 |
US Bancorp
USB
|
$5.39M |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
$4.82M |
| 5 |
Occidental Petroleum
OXY
|
$3.91M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 8.13% |
| 2 | Energy | 5.58% |
| 3 | Healthcare | 2.11% |
| 4 | Technology | 1.44% |
| 5 | Communication Services | 1.43% |
