Northwestern Mutual Wealth Management Portfolio holdings
AUM $137B
1-Year Return
11.46%
This Quarter Return
-0.86%
1 Year Return
+11.46%
3 Year Return
+42.1%
5 Year Return
+64.04%
10 Year Return
+120.42%
AUM
$122B
AUM Growth
+$3.76B
(+3.2%)
Cap. Flow
+$5.25B
Cap. Flow
% of AUM
4.3%
Top 10 Holdings %
Top 10 Hldgs %
50.22%
Holding
4,057
New
469
Increased
1,565
Reduced
1,126
Closed
404
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
+$432M |
| 2 |
Fidelity Total Bond ETF
FBND
|
+$355M |
| 3 |
Schwab International Equity ETF
SCHF
|
+$258M |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$199M |
| 5 |
Vanguard S&P 500 ETF
VOO
|
+$156M |
Top Sells
| 1 |
iShares Short Treasury Bond ETF
SHV
|
+$101M |
| 2 |
Avantis International Small Cap Value ETF
AVDV
|
+$79.6M |
| 3 |
Pacer US Cash Cows 100 ETF
COWZ
|
+$55.8M |
| 4 |
NextEra Energy, Inc.
NEE
|
+$50.5M |
| 5 |
Pacer US Small Cap Cash Cows 100 ETF
CALF
|
+$48.7M |
Sector Composition
| 1 | Technology | 3.14% |
| 2 | Financials | 1.31% |
| 3 | Consumer Discretionary | 1.06% |
| 4 | Communication Services | 0.95% |
| 5 | Healthcare | 0.84% |
