Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Portfolio holdings

AUM $158B
1-Year Est. Return 15.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$47.1B
AUM Growth
+$3.81B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,078
New
Increased
Reduced
Closed

Top Buys

1 +$276M
2 +$130M
3 +$122M
4
IAU icon
iShares Gold Trust
IAU
+$118M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$99.5M

Top Sells

1 +$197M
2 +$86.4M
3 +$55.2M
4
ARKW icon
ARK Web x.0 ETF
ARKW
+$25.5M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$21.9M

Sector Composition

1 Technology 2.73%
2 Financials 1.55%
3 Consumer Discretionary 1.33%
4 Healthcare 1.22%
5 Communication Services 1.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2701
-350
2702
-1,306
2703
-427
2704
-487
2705
-1,211
2706
-1,725
2707
-1,218
2708
-324
2709
-27,919
2710
-15,754
2711
-210
2712
$0 ﹤0.01%
2
2713
-4,838
2714
-1,939
2715
$0 ﹤0.01%
+2,093
2716
-261
2717
$0 ﹤0.01%
1
-19
2718
-3,905
2719
-1,250
2720
-533
2721
-2,160
2722
-30
2723
-285
2724
-20
2725
$0 ﹤0.01%
3
-107