Northwestern Mutual Wealth Management Portfolio holdings
AUM
$137B
1-Year Return
11.46%
This Quarter Return
+5.68%
1 Year Return
+11.46%
3 Year Return
+42.1%
5 Year Return
+64.04%
10 Year Return
+120.42%
AUM
$52.7B
AUM Growth
+$5.56B
(+12%)
Cap. Flow
+$2.95B
Cap. Flow
% of AUM
5.6%
Top 10 Holdings %
Top 10 Hldgs %
51.65%
Holding
3,275
New
444
Increased
1,386
Reduced
675
Closed
205
Top Buys
| 1 |
iShare MSCI Eurozone ETF
EZU
|
$1.29B |
| 2 |
Vanguard Total Bond Market
BND
|
$735M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$481M |
| 4 |
iShares MSCI Intl Value Factor ETF
IVLU
|
$287M |
| 5 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
$122M |
Top Sells
Sector Composition
| 1 | Technology | 2.86% |
| 2 | Financials | 1.6% |
| 3 | Consumer Discretionary | 1.36% |
| 4 | Healthcare | 1.22% |
| 5 | Communication Services | 1.12% |
