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NWAM LLC Portfolio holdings

AUM $1.42B
1-Year Est. Return 30.33%
This Quarter Est. Return
1 Year Est. Return
+30.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$291M
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
299
New
Increased
Reduced
Closed

Top Buys

1
+$6.13M
2
+$5.39M
3
+$5.33M
4
AAPL icon
Apple
AAPL
+$3.91M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$3.44M

Top Sells

1
+$2.44M
2
+$2.21M
3
+$2.2M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$2.18M
5
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$2.02M

Sector Composition

1 Technology 10.58%
2 Financials 8.79%
3 Industrials 6.42%
4 Consumer Discretionary 5.25%
5 Healthcare 5.19%
Name Market Value Portfolio Weight Shares or Principal Change
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