NWM
NRI Wealth Management Portfolio holdings
AUM
$166M
1 Year Est. Return
–
AUM
$135M
AUM Growth
-$9.72M
(-6.7%)
Holding
28
Top Buys
| 1 | +$3.29M | |
| 2 | +$2.62M | |
| 3 | +$1.72M | |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
+$1.65M |
| 5 |
Invesco QQQ Trust
QQQ
|
+$343K |
Top Sells
| 1 | +$2.9M | |
| 2 | +$2.22M | |
| 3 | +$2.09M | |
| 4 |
McDonald's
MCD
|
+$1.87M |
| 5 |
Vanguard S&P 500 Growth ETF
VOOG
|
+$681K |
Sector Composition
| 1 | Technology | 18.11% |
| 2 | Consumer Discretionary | 6.31% |
| 3 | Financials | 6.21% |
| 4 | Communication Services | 6.08% |
| 5 | Industrials | 2.03% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Alphabet (Google) Class A
GOOGL
$3.14T
| – | – |
-1,260
|
|
||
27
HCA Healthcare
HCA
$105B
| – | – |
-9,648
|
|
||
|
28
McDonald's
MCD
$218B
| – | – |
-6,445
|
|