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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 $233,259,404
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 1,029,172 $24,998,580 10.71%
2.
Schwab Strategic Trust
 FNDF 714,720 $16,567,200 7.1%
3.
Microsoft Corp
 MSFT 35,668 $15,034,159 6.44%
4.
Ishares Tr
 209,424 $10,988,503 4.71%
5.
Apple Inc.
 AAPL 43,117 $10,797,445 4.62%
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)