Northwestern Mutual Wealth Management
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Northwestern Mutual Wealth Management’s Distillate Small/Mid Cash Flow ETF DSMC Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio DSMC Stock Details DSMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-15
Closed -$521 – 3648
2024
Q2 		$521 Buy
+15
New +$531 ﹤0.01% 3286

Other funds holding DSMC

KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
BI
Berkeley Inc Boise, Idaho $319M AUM 13.1% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return
AP
Aspect Partners Fairfax, Virginia $268M AUM 22.57% 1-Year Est. Return
MAM
Madison Asset Management Madison, Wisconsin $8.06B AUM 11.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Northwestern Mutual Wealth Management's DSMC Position: Q3 2024 in Review

Northwestern Mutual Wealth Management sold out of Distillate Small/Mid Cash Flow ETF (DSMC) in Q3 2024, closing a stake of 15 shares — an estimated $521 sold.

Northwestern Mutual Wealth Management first reported a position in DSMC in Q2 2024 and held it in 1 quarter. The position peaked at $521 in Q2 2024. 29 funds tracked by Wall St. Rank hold DSMC as of Q3 2024.

  • Northwestern Mutual Wealth Management reported no remaining Distillate Small/Mid Cash Flow ETF position as of Q3 2024 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 15 Distillate Small/Mid Cash Flow ETF shares in Q3 2024, an estimated $521.
  • Northwestern Mutual Wealth Management first reported a position in Distillate Small/Mid Cash Flow ETF in Q2 2024 and held it in 1 quarter.
  • Northwestern Mutual Wealth Management's Distillate Small/Mid Cash Flow ETF position peaked at $521 in Q2 2024.
  • 29 funds tracked by Wall St. Rank held Distillate Small/Mid Cash Flow ETF as of Q3 2024.

Based on Northwestern Mutual Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.