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NWK Group Portfolio holdings

AUM $294M
1-Year Est. Return 59.39%
This Quarter Est. Return
1 Year Est. Return
+59.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$176M
AUM Growth
+$58.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
279
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$4.83M
3
+$2.86M
4
AZN icon
AstraZeneca
AZN
+$2.61M
5
ODFL icon
Old Dominion Freight Line
ODFL
+$2.53M

Top Sells

1
+$3.15M
2
+$1.4M
3
+$1.28M
4
FIVN icon
FIVE9
FIVN
+$1.18M
5
STNE icon
StoneCo
STNE
+$1.13M

Sector Composition

1 Technology 32.2%
2 Healthcare 12.79%
3 Consumer Discretionary 10.88%
4 Communication Services 8.26%
5 Financials 8.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1K ﹤0.01%
+61
252
$1K ﹤0.01%
120
253
$1K ﹤0.01%
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254
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10
255
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256
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257
$0 ﹤0.01%
4
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258
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8 9 10
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