12/31/2018
Top Buys
- Name% Change
- TIP iShares TIPS Bond ETF 6.341%
- FLOT iShares Floating Ra... 5.938%
- TLT iShares 20+ Year Tr... 5.734%
- XLU SPDR S&P Utilities ETF 5.424%
- FTSL First Trust Senior ... 5.394%
12/31/2018
Top Sells
- Name% Change
12/31/2018
13F Holdings Summary
- Stock% Port
- TIP iShares TIPS Bond ETF 6.3408%
- FLOT iShares Floating Rate Bond ETF 5.9376%
- TLT iShares 20+ Year Treasury B... 5.7339%
- XLU SPDR S&P Utilities ETF 5.4242%
- FTSL First Trust Senior Loan Fun... 5.3941%
12/31/2018
13F Sector Allocation Over Time
Fund Metrics
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Risk/Reward Analysis
Portfolio Market Cap Analysis
Portfolio Performance
Top 20 equal-weighted holdings. Performance numbers calculated through 2019-02-14
| Performance for Q4 2018: | Not ready yet |
| Performance Last 4 Quarters: | 0.0% |
Performance Metrics
Stats are not available for the latest quarter
View Last Form Adv Compilation Report on Record
1 NORTH WEALTH SERVICES, LLC1997 ANNAPOLIS EXCHANGE PARKWAY SUITE 250
ANNAPOLIS MD 21401
Country: United States
Business Phone: 410-975-0099
Fax: 855-331-3998
| SEC Registration as : | Large Advisory Firm |
| Form of Organization: | Limited Liability Company |
| Organized in: | MD |
| Number of employees: | 4 |
| Other Business Activities: | |
| Advisor Fees/Compensation: | Percentage of assets under management,Hourly charges,Fixed fees |
| Amount of client funds and securities: | 147,476,000 |
| Total Number of Clients: | 223 |
| Amount of client funds and securities by related persons: | |
| Total Number of clients from related persons: | |
| Disclosures: |
Data above was derived from SEC filings.
