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
DON icon
526
WisdomTree US MidCap Dividend Fund
DON
$3.8B
$10.6M 0.01%
203,384
+1,771
IGLB icon
527
iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB
$2.74B
$10.6M 0.01%
205,767
+9,557
ACWV icon
528
iShares MSCI Global Min Vol Factor ETF
ACWV
$3.34B
$10.5M 0.01%
87,793
-1,062
NVO icon
529
Novo Nordisk
NVO
$224B
$10.5M 0.01%
189,146
+3,004
EYLD icon
530
Cambria Emerging Shareholder Yield ETF
EYLD
$621M
$10.5M 0.01%
281,714
-169,034
WPM icon
531
Wheaton Precious Metals
WPM
$53.6B
$10.5M 0.01%
93,533
+7,238
FMB icon
532
First Trust Managed Municipal ETF
FMB
$1.93B
$10.4M 0.01%
205,165
+25,746
ILCV icon
533
iShares Morningstar Value ETF
ILCV
$1.17B
$10.4M 0.01%
115,544
+2,454
BOTZ icon
534
Global X Robotics & Artificial Intelligence ETF
BOTZ
$3.13B
$10.4M 0.01%
293,346
+8,331
EMB icon
535
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$16.1B
$10.2M 0.01%
107,471
+9,095
VST icon
536
Vistra
VST
$58B
$10.2M 0.01%
52,018
+4,963
ALL icon
537
Allstate
ALL
$54.1B
$10.1M 0.01%
47,165
-942
CAH icon
538
Cardinal Health
CAH
$47B
$10.1M 0.01%
64,341
+50,986
DIVO icon
539
Amplify CWP Enhanced Dividend Income ETF
DIVO
$5.76B
$10.1M 0.01%
226,067
+216,466
IYM icon
540
iShares US Basic Materials ETF
IYM
$588M
$10M 0.01%
67,620
-1,710
LIN icon
541
Linde
LIN
$194B
$9.99M 0.01%
21,030
+445
CMI icon
542
Cummins
CMI
$70.4B
$9.97M 0.01%
23,599
-3,789
BMY icon
543
Bristol-Myers Squibb
BMY
$107B
$9.94M 0.01%
220,461
+7,440
TGT icon
544
Target
TGT
$43.7B
$9.92M 0.01%
110,595
+378
ADM icon
545
Archer Daniels Midland
ADM
$28.9B
$9.89M 0.01%
165,596
+72,211
IBDT icon
546
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$3.31B
$9.88M 0.01%
387,225
+74,156
GILD icon
547
Gilead Sciences
GILD
$150B
$9.86M 0.01%
88,822
-848
NOC icon
548
Northrop Grumman
NOC
$80.9B
$9.77M 0.01%
16,038
-4,787
CVS icon
549
CVS Health
CVS
$101B
$9.77M 0.01%
129,543
+5,095
FYX icon
550
First Trust Small Cap Core AlphaDEX Fund
FYX
$958M
$9.61M 0.01%
88,141
-80,695
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