Northwestern Mutual Wealth Management Portfolio holdings
AUM
$137B
1-Year Return
11.46%
This Quarter Return
+6.69%
1 Year Return
+11.46%
3 Year Return
+42.1%
5 Year Return
+64.04%
10 Year Return
+120.42%
AUM
$2.2B
AUM Growth
+$299M
(+16%)
Cap. Flow
+$177M
Cap. Flow
% of AUM
8.06%
Top 10 Holdings %
Top 10 Hldgs %
33.43%
Holding
1,714
New
346
Increased
546
Reduced
309
Closed
318
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
+$17.6M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$17.4M |
| 3 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$12.3M |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
+$10.7M |
| 5 |
Vanguard FTSE Europe ETF
VGK
|
+$8.4M |
Top Sells
| 1 |
iShares MSCI United Kingdom ETF
EWU
|
+$5.24M |
| 2 |
McKesson
MCK
|
+$4.08M |
| 3 |
WisdomTree Emerging Markets High Dividend Fund
DEM
|
+$3.91M |
| 4 |
International Paper
IP
|
+$3.79M |
| 5 |
Abbott
ABT
|
+$3.76M |
Sector Composition
| 1 | Healthcare | 4.39% |
| 2 | Technology | 3.92% |
| 3 | Industrials | 3.83% |
| 4 | Energy | 3.24% |
| 5 | Consumer Staples | 3.09% |
