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NWM

Northwest Wealth Management Portfolio holdings

AUM $758M
1-Year Est. Return 25.71%
This Fund
S&P 500
This Quarter Est. Return
-5.2%
1 Year Est. Return
+25.71%
3 Year Est. Return
+63.41%
5 Year Est. Return
+64.08%
10 Year Est. Return
AUM
$226M
AUM Growth
-$4.28M
Cap. Flow
+$9.07M
Cap. Flow %
4.01%
Top 10 Hldgs %
33.68%
Holding
149
New
4
Increased
63
Reduced
56
Closed
12
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
FYT icon
126
First Trust Small Cap Value AlphaDEX Fund
FYT
$191M
$225K 0.1%
5,547
OXY.WS icon
127
Occidental Petroleum Corp Warrants
OXY.WS
$33B
$222K 0.1%
5,597
TTD icon
128
Trade Desk
TTD
$8.48B
$219K 0.1%
+3,670
New +$209K
BAC icon
129
Bank of America
BAC
$435B
$216K 0.1%
7,160
-281
-4% -$9.39K
VO icon
130
Vanguard Morningstar Mid-Cap ETF
VO
$106B
$211K 0.09%
4,484
-392
-8% -$20.5K
AXP icon
131
American Express
AXP
$227B
$208K 0.09%
1,541
+21
+1% +$3.18K
FTA icon
132
First Trust Large Cap Value AlphaDEX Fund
FTA
$1.39B
$206K 0.09%
3,579
PG icon
133
Procter & Gamble
PG
$336B
$201K 0.09%
1,593
-112
-7% -$15.9K
KMI icon
134
Kinder Morgan
KMI
$71.7B
$171K 0.08%
+10,262
New +$182K
CEF icon
135
Sprott Physical Gold and Silver Trust
CEF
$7.4B
$167K 0.07%
10,701
T icon
136
AT&T
T
$159B
$166K 0.07%
10,842
-4,035
-27% -$73.4K
PSLV icon
137
Sprott Physical Silver Trust
PSLV
$12B
$135K 0.06%
20,384
CSCO icon
138
Cisco
CSCO
$457B
-5,039
Closed -$215K
GDX icon
139
VanEck Gold Miners ETF
GDX
$22.7B
-7,722
Closed -$211K
GOOGL icon
140
Alphabet (Google) Class A
GOOGL
$4.36T
-2,380
Closed -$259K
IIPR icon
141
Innovative Industrial Properties
IIPR
$1.71B
-1,965
Closed -$216K
INTC icon
142
Intel
INTC
$455B
-5,404
Closed -$202K
META icon
143
Meta Platforms (Facebook)
META
$1.42T
-1,387
Closed -$224K
O icon
144
Realty Income
O
$59.6B
-3,078
Closed -$210K
ODFL icon
145
Old Dominion Freight Line
ODFL
$44.1B
-1,566
Closed -$201K
PM icon
146
Philip Morris
PM
$297B
-2,120
Closed -$209K
UPS icon
147
United Parcel Service
UPS
$88.6B
-1,396
Closed -$255K
VRP icon
148
Invesco Variable Rate Preferred ETF
VRP
$2.98B
-10,097
Closed -$224K
VZ icon
149
Verizon
VZ
$195B
-4,741
Closed -$241K

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Northwest Wealth Management's Q3 2022 Portfolio in Review

As of Q3 2022, Northwest Wealth Management held 149 positions worth $226M, down 1.9% from $231M the previous quarter. Its ten largest holdings account for 34% of the portfolio.

Northwest Wealth Management deployed $9.07M of net new capital in Q3 2022, opening 4 new positions and adding to 63 existing holdings. Its largest new stake was Vanguard Short-Term Treasury ETF: 26,046 shares worth $1.5M.

By sector, the portfolio is most concentrated in Financials at 4.7% of assets, down from 4.9% a quarter earlier, followed by Technology and Consumer Discretionary.

On the sell side, the largest reduction was State Street SPDR S&P 600 Small Cap Value ETF, an estimated $332K trimmed.

  • Northwest Wealth Management's largest Q3 2022 buy was Vanguard Short-Term Treasury ETF: 26,046 shares worth $1.5M.
  • Northwest Wealth Management added most to iShares Core S&P Total US Stock Market ETF in Q3 2022, an estimated $1.93M increase.
  • Northwest Wealth Management's biggest Q3 2022 reduction was State Street SPDR S&P 600 Small Cap Value ETF, cutting an estimated $332K.
  • Northwest Wealth Management fully exited Alphabet (Google) Class A in Q3 2022, selling an estimated $259K.
  • Northwest Wealth Management's ten largest holdings make up 34% of its $226M portfolio in Q3 2022.
  • Northwest Wealth Management opened 4 new positions and closed 12 in Q3 2022.
  • Northwest Wealth Management's portfolio value fell 1.9% quarter-over-quarter to $226M.

Based on Northwest Wealth Management's 13F filing for Q3 2022, filed 27 Oct 2022.