NL
NWAM LLC Portfolio holdings
AUM
$1.23B
1-Year Return
22.34%
This Quarter Return
+0.87%
1 Year Return
+22.34%
3 Year Return
+89.7%
5 Year Return
+147.55%
10 Year Return
+197.14%
AUM
$278M
AUM Growth
+$23.9M
(+9.4%)
Cap. Flow
+$18.4M
Cap. Flow
% of AUM
6.61%
Top 10 Holdings %
Top 10 Hldgs %
26.6%
Holding
303
New
45
Increased
142
Reduced
52
Closed
22
Top Buys
| 1 |
Berkshire Hathaway Class B
BRK.B
|
$2.53M |
| 2 |
CRHM
CRH Medical Corporation
CRHM
|
$2.09M |
| 3 |
Apple
AAPL
|
$1.54M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$1.35M |
| 5 |
Procter & Gamble
PG
|
$1.27M |
Top Sells
Sector Composition
| 1 | Technology | 9.59% |
| 2 | Financials | 6.39% |
| 3 | Industrials | 4.85% |
| 4 | Energy | 4.52% |
| 5 | Consumer Discretionary | 4.51% |
