NWM

Northwest Wealth Management Portfolio holdings

AUM $607M
1-Year Est. Return 14.91%
This Quarter Est. Return
1 Year Est. Return
+14.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$234M
AUM Growth
+$7.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$3.53M
2
+$2.95M
3
+$2.39M
4
AVUS icon
Avantis US Equity ETF
AVUS
+$1.56M
5
AVDV icon
Avantis International Small Cap Value ETF
AVDV
+$1.32M

Top Sells

1
+$4.51M
2
+$3.25M
3
+$1.35M
4
DFIP icon
Dimensional Inflation-Protected Securities ETF
DFIP
+$1.32M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.27M

Sector Composition

1 Financials 2.86%
2 Technology 2.24%
3 Consumer Discretionary 2.08%
4 Industrials 2%
5 Consumer Staples 1.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-1,121
152
– –
-6,474
153
– –
-2,147
3 4 5 6
7