Northwestern Mutual Wealth Management Portfolio holdings
AUM
$137B
1-Year Return
11.46%
This Quarter Return
+5.19%
1 Year Return
+11.46%
3 Year Return
+42.1%
5 Year Return
+64.04%
10 Year Return
+120.42%
AUM
$47.1B
AUM Growth
+$3.81B
(+8.8%)
Cap. Flow
+$1.73B
Cap. Flow
% of AUM
3.67%
Top 10 Holdings %
Top 10 Hldgs %
54.55%
Holding
3,078
New
338
Increased
1,200
Reduced
733
Closed
245
Top Buys
| 1 |
Vanguard Total Bond Market
BND
|
+$271M |
| 2 |
Vanguard Real Estate ETF
VNQ
|
+$136M |
| 3 |
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
|
+$122M |
| 4 |
iShares Gold Trust
IAU
|
+$112M |
| 5 |
Schwab International Equity ETF
SCHF
|
+$100M |
Top Sells
| 1 |
iShares Core S&P 500 ETF
IVV
|
+$203M |
| 2 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
+$88.4M |
| 3 |
iShares MSCI EAFE Min Vol Factor ETF
EFAV
|
+$54.9M |
| 4 |
ARK Web x.0 ETF
ARKW
|
+$23.3M |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
+$22M |
Sector Composition
| 1 | Technology | 2.73% |
| 2 | Financials | 1.55% |
| 3 | Consumer Discretionary | 1.33% |
| 4 | Healthcare | 1.22% |
| 5 | Communication Services | 1.07% |
