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NWK Group Portfolio holdings

AUM $285M
1-Year Est. Return 53.52%
This Quarter Est. Return
1 Year Est. Return
+53.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$238M
AUM Growth
+$24.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$5.49M
2
+$5.18M
3
+$5.11M
4
WFC icon
Wells Fargo
WFC
+$4.79M
5
AXP icon
American Express
AXP
+$4.76M

Top Sells

1
+$5.18M
2
+$4.95M
3
+$3.39M
4
XYZ
Block Inc
XYZ
+$3.29M
5
PLTR icon
Palantir
PLTR
+$2.86M

Sector Composition

1 Technology 37.66%
2 Consumer Discretionary 16.26%
3 Healthcare 14.23%
4 Financials 10.84%
5 Communication Services 7.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$58.6K 0.02%
639
-8
52
$35K 0.01%
1,416
53
$33.5K 0.01%
900
54
$32.3K 0.01%
1,542
55
$10.4K ﹤0.01%
128
56
$9.3K ﹤0.01%
392
57
$973 ﹤0.01%
38
+2
58
$345 ﹤0.01%
13
59
$77 ﹤0.01%
4
+2
60
– –
-31,411
61
– –
-37,712
62
– –
-24,603
63
– –
-5,456
64
– –
-124,340
65
– –
-38,842
1 2
3