Northwestern Mutual Wealth Management Portfolio holdings
AUM
$137B
1-Year Return
11.46%
This Quarter Return
+6.51%
1 Year Return
+11.46%
3 Year Return
+42.1%
5 Year Return
+64.04%
10 Year Return
+120.42%
AUM
$37.2B
AUM Growth
+$4.74B
(+15%)
Cap. Flow
+$2.68B
Cap. Flow
% of AUM
7.2%
Top 10 Holdings %
Top 10 Hldgs %
54.51%
Holding
2,774
New
347
Increased
1,102
Reduced
659
Closed
162
Top Buys
Top Sells
| 1 |
iShares Core S&P 500 ETF
IVV
|
$559M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$128M |
| 3 |
Vanguard Short-Term Bond ETF
BSV
|
$81.9M |
| 4 |
iShares Core Total USD Bond Market ETF
IUSB
|
$18.3M |
| 5 |
Apple
AAPL
|
$17.9M |
Sector Composition
| 1 | Technology | 2.83% |
| 2 | Consumer Discretionary | 1.41% |
| 3 | Financials | 1.4% |
| 4 | Healthcare | 1.32% |
| 5 | Communication Services | 0.97% |
