Northwestern Mutual Wealth Management Portfolio holdings
AUM
$137B
1-Year Return
11.46%
This Quarter Return
+0.48%
1 Year Return
+11.46%
3 Year Return
+42.1%
5 Year Return
+64.04%
10 Year Return
+120.42%
AUM
$26.3B
AUM Growth
+$1.44B
(+5.8%)
Cap. Flow
+$1.35B
Cap. Flow
% of AUM
5.13%
Top 10 Holdings %
Top 10 Hldgs %
60.48%
Holding
2,854
New
309
Increased
1,054
Reduced
739
Closed
301
Top Buys
| 1 |
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
|
+$475M |
| 2 |
iShares Core S&P Small-Cap ETF
IJR
|
+$343M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
+$196M |
| 4 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$85.5M |
| 5 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$73.6M |
Top Sells
| 1 |
Vanguard Short-Term Bond ETF
BSV
|
+$172M |
| 2 |
Schwab International Equity ETF
SCHF
|
+$61.7M |
| 3 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$41.6M |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$26.8M |
| 5 |
iShares Core MSCI International Developed Markets ETF
IDEV
|
+$24.8M |
Sector Composition
| 1 | Technology | 2.18% |
| 2 | Financials | 1.67% |
| 3 | Healthcare | 1.33% |
| 4 | Consumer Discretionary | 1.26% |
| 5 | Industrials | 1.09% |
