NWM
Northwest Wealth Management Portfolio holdings
AUM
$553M
1-Year Return
13.46%
This Quarter Return
+2.08%
1 Year Return
+13.46%
3 Year Return
+46.3%
5 Year Return
+81.39%
10 Year Return
–
AUM
$124M
AUM Growth
-$8.71M
(-6.6%)
Cap. Flow
-$10.8M
Cap. Flow
% of AUM
-8.73%
Top 10 Holdings %
Top 10 Hldgs %
36.5%
Holding
544
New
–
Increased
37
Reduced
42
Closed
426
Top Buys
Top Sells
| 1 |
Vanguard Value ETF
VTV
|
$252K |
| 2 |
Union Pacific
UNP
|
$233K |
| 3 |
Blackrock
BLK
|
$228K |
| 4 |
Alphabet (Google) Class A
GOOGL
|
$222K |
| 5 |
First Trust NYSE Arca Biotechnology Index Fund
FBT
|
$210K |
Sector Composition
| 1 | Financials | 8.04% |
| 2 | Energy | 4.07% |
| 3 | Industrials | 3.03% |
| 4 | Technology | 2.56% |
| 5 | Consumer Discretionary | 2.33% |
