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Home > Institutional Investor > Northwest Capital Management Inc > Profile

Instuitional Investor - Northwest Capital Management Inc

Fund Profile
Filing Period:
Fund Name: Northwest Capital Management Inc
Portfolio Value $298,164,371
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 772,461 $38,406,773 12.88%
2.
Amazon Com Inc
 AMZN 154,152 $23,421,889 7.85%
3.
Schwab Strategic Trust
 FNDF 328,332 $18,517,927 6.21%
4.
Schwab Strategic Trust
 FNDF 506,542 $17,769,480 5.95%
5.
Microsoft Corp
 MSFT 41,848 $15,736,619 5.27%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)