NAS

NWF Advisory Services Portfolio holdings

AUM $911M
1-Year Est. Return 22.44%
This Quarter Est. Return
1 Year Est. Return
+22.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$712M
AUM Growth
+$29.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
419
New
Increased
Reduced
Closed

Top Buys

1
+$6.21M
2
+$4.88M
3
+$4.71M
4
KYN icon
Kayne Anderson Energy Infrastructure Fund
KYN
+$4.11M
5
QYLD icon
Global X NASDAQ-100 Covered Call ETF
QYLD
+$4.08M

Top Sells

1
+$7.74M
2
+$4.02M
3
+$2.85M
4
NVDA icon
NVIDIA
NVDA
+$2.65M
5
AMZN icon
Amazon
AMZN
+$2.53M

Sector Composition

1 Financials 14.27%
2 Technology 7.97%
3 Consumer Discretionary 6.02%
4 Consumer Staples 4.62%
5 Communication Services 3.76%
Name Market Value Portfolio Weight Shares or Principal Change
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