NWM
Northwest Wealth Management Portfolio holdings
AUM
$553M
This Quarter Return
+8.98%
1 Year Return
+13.46%
3 Year Return
+46.3%
5 Year Return
+81.39%
10 Year Return
–
AUM
$332M
AUM Growth
+$332M
(+20%)
Cap. Flow
+$30.6M
Cap. Flow
% of AUM
9.2%
Top 10 Holdings %
Top 10 Hldgs %
41.82%
Holding
169
New
20
Increased
74
Reduced
61
Closed
8
Top Buys
Top Sells
| 1 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$1.11M |
| 2 |
Amazon
AMZN
|
$878K |
| 3 |
iShares Short-Term National Muni Bond ETF
SUB
|
$458K |
| 4 |
iShares TIPS Bond ETF
TIP
|
$433K |
| 5 |
Pfizer
PFE
|
$409K |
Sector Composition
| 1 | Technology | 3.78% |
| 2 | Industrials | 2.46% |
| 3 | Financials | 2.19% |
| 4 | Consumer Discretionary | 2.09% |
| 5 | Consumer Staples | 0.92% |
