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NWM

Northwest Wealth Management Portfolio holdings

AUM $665M
1-Year Est. Return 20.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$133M
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
566
New
Increased
Reduced
Closed

Top Buys

1
+$622K
2
+$499K
3
+$457K
4
SLYV icon
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
+$453K
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$410K

Top Sells

1
+$675K
2
+$586K
3
+$477K
4
FTA icon
First Trust Large Cap Value AlphaDEX Fund
FTA
+$222K
5
PFG icon
Principal Financial Group
PFG
+$198K

Sector Composition

1 Financials 7.78%
2 Energy 5.43%
3 Industrials 3.93%
4 Consumer Discretionary 2.9%
5 Technology 2.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$5K ﹤0.01%
125
402
$5K ﹤0.01%
270
403
$5K ﹤0.01%
375
404
$5K ﹤0.01%
132
405
$5K ﹤0.01%
275
406
$5K ﹤0.01%
185
407
$5K ﹤0.01%
100
408
$5K ﹤0.01%
75
409
$5K ﹤0.01%
65
410
$5K ﹤0.01%
34
411
$5K ﹤0.01%
132
412
$5K ﹤0.01%
54
+1
413
$5K ﹤0.01%
56
414
$5K ﹤0.01%
133
415
$5K ﹤0.01%
185
416
$5K ﹤0.01%
62
417
$5K ﹤0.01%
293
418
$5K ﹤0.01%
276
419
$4K ﹤0.01%
101
420
$4K ﹤0.01%
+185
421
$4K ﹤0.01%
8
422
$4K ﹤0.01%
46
+1
423
$4K ﹤0.01%
86
424
$4K ﹤0.01%
200
425
$4K ﹤0.01%
300
-400
15 16
17
18 19