Northwestern Mutual Wealth Management Portfolio holdings
AUM
$137B
1-Year Return
11.46%
This Quarter Return
-0.26%
1 Year Return
+11.46%
3 Year Return
+42.1%
5 Year Return
+64.04%
10 Year Return
+120.42%
AUM
$1.67B
AUM Growth
–
Cap. Flow
+$1.67B
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
33.78%
Holding
1,282
New
1,280
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
+$117M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$88.6M |
| 3 |
iShares MSCI EAFE ETF
EFA
|
+$72.9M |
| 4 |
Vanguard Real Estate ETF
VNQ
|
+$50.7M |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$48.9M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Healthcare | 4.71% |
| 2 | Technology | 4.11% |
| 3 | Industrials | 4.06% |
| 4 | Energy | 3.75% |
| 5 | Consumer Staples | 3.69% |
