Northwestern Mutual Wealth Management Portfolio holdings
AUM
$137B
This Quarter Return
+0.7%
1 Year Return
+11.46%
3 Year Return
+42.1%
5 Year Return
+64.04%
10 Year Return
+120.42%
AUM
$101B
AUM Growth
+$4.05B
(+4.2%)
Cap. Flow
+$3.37B
Cap. Flow
% of AUM
3.33%
Top 10 Holdings %
Top 10 Hldgs %
51.94%
Holding
3,934
New
378
Increased
1,514
Reduced
1,067
Closed
445
Top Buys
| 1 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$3.03B |
| 2 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$2.89B |
| 3 |
Schwab International Equity ETF
SCHF
|
$226M |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
$187M |
| 5 |
Visa
V
|
$141M |
Top Sells
Sector Composition
| 1 | Technology | 3.42% |
| 2 | Financials | 1.38% |
| 3 | Consumer Discretionary | 1.15% |
| 4 | Healthcare | 1.11% |
| 5 | Communication Services | 0.95% |
