NWM

NRI Wealth Management Portfolio holdings

AUM $166M
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$100M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1 +$26.1M
2 +$20.6M
3 +$9.78M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$6.6M
5
NVDA icon
NVIDIA
NVDA
+$4.71M

Top Sells

No sells this quarter

Sector Composition

1 Technology 14.81%
2 Consumer Discretionary 8.36%
3 Financials 4.15%
4 Communication Services 3.68%
5 Healthcare 2.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$283K 0.28%
+649
27
$240K 0.24%
+636
28
$63.8K 0.06%
+12,380