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NWAM LLC Portfolio holdings

AUM $1.79B
1-Year Est. Return 29.46%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.62B
AUM Growth
-$22.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
653
New
Increased
Reduced
Closed

Top Buys

1
+$4.37M
2
+$3.64M
3
+$3.15M
4
INSM icon
Insmed
INSM
+$2.6M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$2.41M

Top Sells

1
+$15.7M
2
+$11.9M
3
+$6.76M
4
TMUS icon
T-Mobile US
TMUS
+$5.83M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$4.56M

Sector Composition

1 Technology 18.23%
2 Consumer Discretionary 5.47%
3 Healthcare 4.33%
4 Industrials 3.94%
5 Financials 3.8%
Name Market Value Portfolio Weight Shares or Principal Change
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