Northwestern Mutual Wealth Management Portfolio holdings
AUM
$137B
1-Year Return
11.46%
This Quarter Return
+2.07%
1 Year Return
+11.46%
3 Year Return
+42.1%
5 Year Return
+64.04%
10 Year Return
+120.42%
AUM
$6.98B
AUM Growth
+$803M
(+13%)
Cap. Flow
+$685M
Cap. Flow
% of AUM
9.82%
Top 10 Holdings %
Top 10 Hldgs %
45.33%
Holding
2,453
New
267
Increased
893
Reduced
569
Closed
344
Top Buys
| 1 |
Vanguard FTSE Developed Markets ETF
VEA
|
$188M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$81.2M |
| 3 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
$65.1M |
| 4 |
Vanguard Total Bond Market
BND
|
$63.4M |
| 5 |
iShares Core S&P Mid-Cap ETF
IJH
|
$58.5M |
Top Sells
| 1 |
Vanguard FTSE Europe ETF
VGK
|
$98.4M |
| 2 |
Vanguard FTSE Pacific ETF
VPL
|
$44.8M |
| 3 |
SPDR Bloomberg High Yield Bond ETF
JNK
|
$25.2M |
| 4 |
Vanguard Mid-Cap ETF
VO
|
$10.3M |
| 5 |
Tanger
SKT
|
$7.63M |
Sector Composition
| 1 | Healthcare | 3.11% |
| 2 | Technology | 2.76% |
| 3 | Financials | 2.42% |
| 4 | Consumer Discretionary | 2.4% |
| 5 | Industrials | 2.37% |
