Northwestern Mutual Wealth Management Portfolio holdings
AUM
$137B
1-Year Return
11.46%
This Quarter Return
+10.89%
1 Year Return
+11.46%
3 Year Return
+42.1%
5 Year Return
+64.04%
10 Year Return
+120.42%
AUM
$22.8B
AUM Growth
+$2.88B
(+14%)
Cap. Flow
+$779M
Cap. Flow
% of AUM
3.41%
Top 10 Holdings %
Top 10 Hldgs %
60.9%
Holding
2,830
New
360
Increased
1,100
Reduced
655
Closed
225
Top Buys
| 1 |
iShares Core Total USD Bond Market ETF
IUSB
|
+$351M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
+$292M |
| 3 |
Schwab International Equity ETF
SCHF
|
+$146M |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$119M |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$112M |
Top Sells
| 1 |
Vanguard Total Bond Market
BND
|
+$202M |
| 2 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
+$91.8M |
| 3 |
iShares Core MSCI EAFE ETF
IEFA
|
+$76.6M |
| 4 |
iShares MSCI EAFE Small-Cap ETF
SCZ
|
+$52.7M |
| 5 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$50.5M |
Sector Composition
| 1 | Technology | 2.23% |
| 2 | Financials | 1.74% |
| 3 | Healthcare | 1.58% |
| 4 | Consumer Discretionary | 1.44% |
| 5 | Industrials | 1.23% |
