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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
$251M
AUM Growth
+$21.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$6.76M
2
+$3.75M
3
+$3.37M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$3.27M
5
TPR icon
Tapestry
TPR
+$3.26M

Top Sells

1
+$5.19M
2
+$4.71M
3
+$3.67M
4
SHAK icon
Shake Shack
SHAK
+$3.62M
5
CRM icon
Salesforce
CRM
+$3.16M

Sector Composition

1 Technology 29.28%
2 Consumer Discretionary 16.12%
3 Communication Services 11.34%
4 Financials 11.07%
5 Industrials 4.76%
Name Market Value Portfolio Weight Shares or Principal Change
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