Northwestern Mutual Wealth Management Portfolio holdings
AUM
$137B
This Quarter Return
-10.87%
1 Year Return
+11.46%
3 Year Return
+42.1%
5 Year Return
+64.04%
10 Year Return
+120.42%
AUM
$20B
AUM Growth
+$20B
(+0.74%)
Cap. Flow
+$2.39B
Cap. Flow
% of AUM
11.98%
Top 10 Holdings %
Top 10 Hldgs %
60.24%
Holding
2,825
New
297
Increased
939
Reduced
809
Closed
362
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$491M |
| 2 |
iShares Core MSCI EAFE ETF
IEFA
|
$195M |
| 3 |
Vanguard Total Bond Market
BND
|
$180M |
| 4 |
Schwab International Equity ETF
SCHF
|
$168M |
| 5 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$107M |
Top Sells
| 1 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
$64M |
| 2 |
VanEck High Yield Muni ETF
HYD
|
$42.4M |
| 3 |
Utilities Select Sector SPDR Fund
XLU
|
$19.6M |
| 4 |
Materials Select Sector SPDR Fund
XLB
|
$17.2M |
| 5 |
iShares Global 100 ETF
IOO
|
$11.8M |
Sector Composition
| 1 | Technology | 2.12% |
| 2 | Financials | 1.77% |
| 3 | Healthcare | 1.71% |
| 4 | Consumer Discretionary | 1.32% |
| 5 | Industrials | 1.15% |
