Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Portfolio holdings

AUM $150B
1-Year Est. Return 11.44%
This Quarter Est. Return
1 Year Est. Return
+11.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$150B
AUM Growth
+$12.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,104
New
Increased
Reduced
Closed

Top Buys

1
+$848M
2
+$629M
3
+$313M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$184M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$180M

Top Sells

1
+$1.08B
2
+$208M
3
+$146M
4
APP icon
Applovin
APP
+$91.5M
5
NVDA icon
NVIDIA
NVDA
+$65.5M

Sector Composition

1 Technology 3.6%
2 Financials 1.27%
3 Communication Services 1.14%
4 Consumer Discretionary 1.02%
5 Industrials 0.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EPI icon
401
WisdomTree India Earnings Fund ETF
EPI
$2.77B
$20.3M 0.01%
458,636
+36,008
WFC icon
402
Wells Fargo
WFC
$291B
$20M 0.01%
238,509
+35,675
SO icon
403
Southern Company
SO
$93.3B
$20M 0.01%
210,903
-2,348
IGIB icon
404
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$16.9B
$20M 0.01%
369,486
+52,404
FPE icon
405
First Trust Preferred Securities and Income ETF
FPE
$6.29B
$20M 0.01%
1,095,465
+461,947
XSHQ icon
406
Invesco S&P SmallCap Quality ETF
XSHQ
$260M
$20M 0.01%
463,683
+44,556
SLV icon
407
iShares Silver Trust
SLV
$32.7B
$19.9M 0.01%
470,100
+62,643
SCHV icon
408
Schwab US Large-Cap Value ETF
SCHV
$14.3B
$19.9M 0.01%
684,100
-20,445
IBHI icon
409
iShares iBonds 2029 Term High Yield and Income ETF
IBHI
$310M
$19.6M 0.01%
822,673
+763,050
DGRW icon
410
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16.2B
$19.6M 0.01%
219,983
-58,050
EQWL icon
411
Invesco S&P 100 Equal Weight ETF
EQWL
$1.95B
$19.4M 0.01%
169,208
+84,892
DFIS icon
412
Dimensional International Small Cap ETF
DFIS
$4.64B
$19.2M 0.01%
608,380
+15,122
FNDX icon
413
Schwab Fundamental US Large Company Index ETF
FNDX
$22.1B
$19.2M 0.01%
728,379
-23,345
IXUS icon
414
iShares Core MSCI Total International Stock ETF
IXUS
$51.9B
$19.1M 0.01%
231,577
-4,378
HIMU
415
iShares High Yield Muni Active ETF
HIMU
$2.34B
$18.9M 0.01%
384,872
+80,920
IBTG icon
416
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
$2.21B
$18.9M 0.01%
823,662
+38,909
USHY icon
417
iShares Broad USD High Yield Corporate Bond ETF
USHY
$25.5B
$18.8M 0.01%
498,302
+111,649
JEPQ icon
418
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$32.2B
$18.8M 0.01%
327,211
+58,640
PYLD icon
419
PIMCO Multi Sector Bond Active ETF
PYLD
$9.66B
$18.8M 0.01%
+701,141
VOX icon
420
Vanguard Communication Services ETF
VOX
$6.18B
$18.8M 0.01%
100,209
-8,907
XNTK icon
421
State Street SPDR NYSE Technology ETF
XNTK
$1.52B
$18.8M 0.01%
68,879
+1,755
DLN icon
422
WisdomTree US LargeCap Dividend Fund
DLN
$5.59B
$18.6M 0.01%
213,524
+45,800
IBHG icon
423
iShares iBonds 2027 Term High Yield and Income ETF
IBHG
$396M
$18.5M 0.01%
820,600
+41,684
IWV icon
424
iShares Russell 3000 ETF
IWV
$18.4B
$18.4M 0.01%
48,559
-400
JAAA icon
425
Janus Henderson AAA CLO ETF
JAAA
$25.2B
$18.3M 0.01%
360,897
+93,503
15 16
17
18 19