Northwest Capital Management Inc Portfolio Holdings
Northwest Capital Management Inc
- $269 Million
- Q3 2024
Northwest Capital Management Inc has filed its 13F form on October 15, 2024 for Q3 2024 where it was disclosed a total value porftolio of $269 Million distributed in 459 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Schwab Intermediate Term Us Tr with a value of $55.3M, Schwab Strategic Tr Us Large C with a value of $18M, Microsoft Corp with a value of $15.2M, Msci Eafe Value ETF with a value of $13.1M, and Apple Inc. with a value of $12M.
Examining the 13F form we can see an decrease of $4.73M in the current position value, from $274M to 269M.
Below you can find more details about Northwest Capital Management Inc portfolio as well as his latest detailed transactions.
Portfolio value
$269 Million
ETFs: $207 Million
Technology: $32.7 Million
Consumer Defensive: $7.45 Million
Consumer Cyclical: $7.3 Million
Healthcare: $4.71 Million
Communication Services: $3.13 Million
Financial Services: $2.47 Million
Energy: $1.19 Million
Other: $2.4 Million