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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
$246M
AUM Growth
+$7.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$7.07M
2 +$6.88M
3 +$6.73M
4
RCL icon
Royal Caribbean
RCL
+$5.66M
5
DASH icon
DoorDash
DASH
+$4.49M

Top Sells

1 +$10.8M
2 +$9.61M
3 +$7.01M
4
TSLA icon
Tesla
TSLA
+$5.65M
5
SCHW icon
Charles Schwab
SCHW
+$5.49M

Sector Composition

1 Technology 31.52%
2 Consumer Discretionary 18.02%
3 Healthcare 13.16%
4 Communication Services 12.64%
5 Financials 6.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-80,703