Northwestern Mutual Wealth Management Portfolio holdings
AUM
$137B
This Quarter Return
+17.08%
1 Year Return
+11.46%
3 Year Return
+42.1%
5 Year Return
+64.04%
10 Year Return
+120.42%
AUM
$32.4B
AUM Growth
+$32.4B
(+25%)
Cap. Flow
+$2.34B
Cap. Flow
% of AUM
7.21%
Top 10 Holdings %
Top 10 Hldgs %
58.3%
Holding
2,860
New
173
Increased
933
Reduced
871
Closed
434
Top Buys
| 1 |
iShares Gold Trust
IAU
|
$544M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$504M |
| 3 |
iShares Core S&P Mid-Cap ETF
IJH
|
$205M |
| 4 |
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
|
$183M |
| 5 |
iShares TIPS Bond ETF
TIP
|
$163M |
Top Sells
| 1 |
Vanguard Short-Term Bond ETF
BSV
|
$180M |
| 2 |
iShares Russell 1000 ETF
IWB
|
$62.2M |
| 3 |
Vanguard FTSE Developed Markets ETF
VEA
|
$56.6M |
| 4 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$50.1M |
| 5 |
iShares Russell 1000 Value ETF
IWD
|
$34.3M |
Sector Composition
| 1 | Technology | 2.83% |
| 2 | Financials | 1.44% |
| 3 | Healthcare | 1.37% |
| 4 | Consumer Discretionary | 1.35% |
| 5 | Communication Services | 0.98% |
