NCM
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Northwest Capital Management’s State Street SPDR S&P International Dividend ETF DWX Stock Holding History

Northwest Capital Management’s Portfolio DWX Stock Details DWX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-786
Closed -$27.6K – 486
2024
Q1 		$27.6K Hold
786
– – 0.01% 279
2023
Q4 		$27.9K Hold
786
– – 0.01% 270
2023
Q3 		$25.9K Buy
786
+9
+1% +$309 0.01% 257
2023
Q2 		$26.7K Buy
+777
New +$27.1K 0.01% 262

Other funds holding DWX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $4.39B AUM 26.6% 1-Year Est. Return
ACG
Allen Capital Group Grand Island, Nebraska $1.11B AUM 13.85% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return