Northwest Capital Management Inc.
CIK:0001730404
Investment Adviser
$8B AUM
252 holdings
Lake Oswego, OR, USA
Northwest Capital Management Inc. offers financial planning and investment advisory services through a team of professionals.
Investment Strategy
Not specifically detailed in the search results
Top Buys
S
SHLDGLOBAL X FDS+$221.0K
N
NVDANVIDIA CORPORATION+$157.6K
T
TOTLSSGA ACTIVE ETF TR+$70.2K
I
ITOTISHARES TR+$67.1K
J
JIREJ P MORGAN EXCHANGE TRADED F+$63.8K
Top Sells
S
SCHFSCHWAB STRATEGIC TR-$12.3M
M
MSFTMICROSOFT CORP-$8.0M
V
VOVANGUARD INDEX FDS-$3.7M
S
SCHDSCHWAB STRATEGIC TR-$3.2M
V
VUSBVANGUARD BD INDEX FDS-$3.1M
Top Holdings
S
SCHXSCHWAB STRATEGIC TR+8.6%$8.2M
A
AAPLAPPLE INC+7.3%$7.0M
M
MSFTMICROSOFT CORP+7.2%$6.8M
P
PGPROCTER AND GAMBLE CO+4.7%$4.5M
E
EFVISHARES TR+4.6%$4.4M
Equity Positions (251)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SCHX | SCHWAB STRATEGIC TR | 8.63% | $8.2M | 311,639 | $16.89 | $26.34 | -$1.8M |
A AAPL | APPLE INC | 7.31% | $7.0M | 27,297 | $86.43 | $254.63 | -$1.4M |
M MSFT | MICROSOFT CORP | 7.19% | $6.8M | 13,192 | $166.58 | $517.95 | -$8.0M |
P PG | PROCTER AND GAMBLE CO | 4.70% | $4.5M | 29,087 | $122.82 | $153.65 | -$331.0K |
E EFV | ISHARES TR | 4.58% | $4.4M | 64,239 | $51.84 | $67.83 | -$1.5M |
Industry Allocation
SERVICES-PREPACKAGED SOFTWARE
+7.6%
ELECTRONIC COMPUTERS
+7.3%
SOAP, DETERGENTS, CLEANG PREPARATIONS, PERFUMES, COSMETICS
+4.7%
SEMICONDUCTORS & RELATED DEVICES
+1.5%
SERVICES-BUSINESS SERVICES, NEC
+1.4%