NWM
Northwest Wealth Management Portfolio holdings
AUM
$553M
This Quarter Return
+5.34%
1 Year Return
+13.46%
3 Year Return
+46.3%
5 Year Return
+81.39%
10 Year Return
–
AUM
$262M
AUM Growth
+$262M
(+12%)
Cap. Flow
+$17.6M
Cap. Flow
% of AUM
6.73%
Top 10 Holdings %
Top 10 Hldgs %
36.34%
Holding
157
New
17
Increased
68
Reduced
61
Closed
2
Top Buys
| 1 |
Vanguard Short-Term Treasury ETF
VGSH
|
$3.36M |
| 2 |
Avantis US Small Cap Value ETF
AVUV
|
$2.32M |
| 3 |
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
|
$2.26M |
| 4 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
$1.43M |
| 5 |
Apple
AAPL
|
$1.32M |
Top Sells
Sector Composition
| 1 | Technology | 3.72% |
| 2 | Financials | 2.61% |
| 3 | Consumer Discretionary | 2.38% |
| 4 | Industrials | 2.21% |
| 5 | Consumer Staples | 1.2% |
