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
$118M
AUM Growth
+$18.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1
+$1.62M
2
+$1.39M
3
+$1.01M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$401K
5
SOXL icon
Direxion Daily Semiconductor Bull 3X Shares
SOXL
+$279K

Top Sells

1
+$319K
2
+$176K
3
+$85.2K
4
TSLA icon
Tesla
TSLA
+$31.5K
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$22.3K

Sector Composition

1 Technology 17.17%
2 Consumer Discretionary 7.96%
3 Financials 4.12%
4 Communication Services 3.7%
5 Healthcare 2.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$279K 0.24%
+5,989
27
$231K 0.19%
580
-56
28
$46.8K 0.04%
12,380
29
– –
-2,131
1
2