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
$145M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$35.4M
2 +$28.7M
3 +$14.2M
4
NVDA icon
NVIDIA
NVDA
+$12.2M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$9.84M

Top Sells

No sells this quarter

Sector Composition

1 Technology 18.91%
2 Consumer Discretionary 8.03%
3 Communication Services 4.58%
4 Financials 4.03%
5 Healthcare 2.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$22.4K 0.02%
+12,380