Northwestern Mutual Wealth Management Portfolio holdings
AUM
$137B
1-Year Return
11.46%
This Quarter Return
-1.32%
1 Year Return
+11.46%
3 Year Return
+42.1%
5 Year Return
+64.04%
10 Year Return
+120.42%
AUM
$2.86B
AUM Growth
+$298M
(+12%)
Cap. Flow
+$343M
Cap. Flow
% of AUM
11.98%
Top 10 Holdings %
Top 10 Hldgs %
35%
Holding
1,572
New
306
Increased
620
Reduced
212
Closed
181
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$24.8M |
| 2 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$19M |
| 3 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$17.6M |
| 4 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
+$15.2M |
| 5 |
Vanguard Short-Term Bond ETF
BSV
|
+$13.2M |
Top Sells
| 1 |
SPDR S&P MidCap 400 ETF Trust
MDY
|
+$14.8M |
| 2 |
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
|
+$10.1M |
| 3 |
iShares TIPS Bond ETF
TIP
|
+$7.06M |
| 4 |
SPDR Bloomberg Barclays International Treasury Bond ETF
BWX
|
+$6.99M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$6.72M |
Sector Composition
| 1 | Healthcare | 4.63% |
| 2 | Technology | 4.12% |
| 3 | Industrials | 3.47% |
| 4 | Consumer Staples | 3.09% |
| 5 | Financials | 2.71% |
