NWM
Northwest Wealth Management Portfolio holdings
AUM
$553M
1-Year Return
13.46%
This Quarter Return
-20.22%
1 Year Return
+13.46%
3 Year Return
+46.3%
5 Year Return
+81.39%
10 Year Return
–
AUM
$98.8M
AUM Growth
-$10.3M
(-9.4%)
Cap. Flow
+$11M
Cap. Flow
% of AUM
11.14%
Top 10 Holdings %
Top 10 Hldgs %
41.47%
Holding
113
New
15
Increased
28
Reduced
38
Closed
23
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$4.07M |
| 2 |
iShares Russell 2000 Value ETF
IWN
|
$2.85M |
| 3 |
SPDR S&P 600 Small Cap Value ETF
SLYV
|
$2.38M |
| 4 |
Vanguard S&P 500 ETF
VOO
|
$1.38M |
| 5 |
Schwab Fundamental International Large Company Index ETF
FNDF
|
$1.24M |
Top Sells
Sector Composition
| 1 | Financials | 6.2% |
| 2 | Technology | 3.35% |
| 3 | Consumer Discretionary | 1.78% |
| 4 | Industrials | 1.64% |
| 5 | Consumer Staples | 1.61% |
