Portfolio (Quarterly)
Guide ↗
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
· CIK 0001141802| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 41 | — | CUSHMAN WAKEFIELD PLC | — | 2,487 | $40K | — | SOLD |
| 42 | EMBD | GLOBAL X FDS | — | 1,651 | $39K | — | SOLD |
| 43 | HTD | HANCOCK JOHN TAX-ADVANTAGED | Financial Services | 1,517 | $38K | — | SOLD |
| 44 | GURU | GLOBAL X FDS | — | 621 | $37K | — | SOLD |
| 45 | PDEC | INNOVATOR ETFS TRUST | — | 880 | $37K | — | SOLD |
| 46 | EXEL | EXELIXIS INC | Healthcare | 829 | $34K | — | SOLD |
| 47 | FBIZ | FIRST BUSINESS FINL SVCS INC | Financial Services | 652 | $33K | — | SOLD |
| 48 | MVST | MICROVAST HOLDINGS INC | Industrials | 8,425 | $32K | — | SOLD |
| 49 | IDGT | ISHARES TR | — | 368 | $32K | — | SOLD |
| 50 | CRVL | CORVEL CORP | Financial Services | 399 | $31K | — | SOLD |
| 51 | SPXT | PROSHARES TR | — | 301 | $30K | — | SOLD |
| 52 | TTEQ | T ROWE PRICE ETF INC | — | 915 | $30K | — | SOLD |
| 53 | FFLC | FIDELITY COVINGTON TRUST | — | 555 | $29K | — | SOLD |
| 54 | PSEP | INNOVATOR ETFS TRUST | — | 670 | $29K | — | SOLD |
| 55 | POCT | INNOVATOR ETFS TRUST | — | 666 | $29K | — | SOLD |
| 56 | HYI | WESTERN ASSET HIGH YIELD OPP | Financial Services | 2,403 | $28K | — | SOLD |
| 57 | LLYVK | LIBERTY MEDIA CORP DEL | Communication Services | 247 | $24K | — | SOLD |
| 58 | DUSA | DAVIS FUNDAMENTAL ETF TR | — | 500 | $24K | — | SOLD |
| 59 | IPO | RENAISSANCE CAP GREENWICH FD | — | 475 | $24K | — | SOLD |
| 60 | INSP | INSPIRE MED SYS INC | Healthcare | 299 | $22K | — | SOLD |
Sector Allocation
Financial Services
42.6%
Technology
24.4%
Communication Services
8.2%
Consumer Cyclical
7.4%
Industrials
5.4%
Healthcare
4.8%
Consumer Defensive
2.9%
Energy
1.9%
Utilities
1.3%
Basic Materials
0.7%