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
2826
– –
-8
2827
– –
0
2828
$0 ﹤0.01%
+2
2829
– –
-5
2830
– –
-5
2831
– –
-2,000
2832
– –
-29
2833
$0 ﹤0.01%
42
2834
$0 ﹤0.01%
+1
2835
– –
0
2836
$0 ﹤0.01%
44
2837
– –
-41
2838
– –
-41
2839
– –
-9,317
2840
$0 ﹤0.01%
6
-6
2841
– –
-812
2842
$0 ﹤0.01%
3
2843
– –
-57
2844
– –
0
2845
– –
-55
2846
$0 ﹤0.01%
+9
2847
$0 ﹤0.01%
13
2848
– –
-135
2849
$0 ﹤0.01%
20
-5,084
2850
$0 ﹤0.01%
242
112 113
114
115 116