Portfolio (Quarterly)
Guide ↗
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
· CIK 0001141802| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 61 | BUFD | FIRST TR EXCHNG TRADED FD VI | — | 798 | $22K | — | SOLD |
| 62 | APAM | ARTISAN PARTNERS ASSET MGMT | Financial Services | 482 | $21K | — | SOLD |
| 63 | BANF | BANCFIRST CORP | Financial Services | 158 | $20K | — | SOLD |
| 64 | EMNT | PIMCO ETF TR | — | 200 | $20K | — | SOLD |
| 65 | — | SOUTHERN CO | — | 17,000 | $19K | — | SOLD |
| 66 | CRBG | COREBRIDGE FINL INC | Financial Services | 503 | $16K | — | SOLD |
| 67 | YORW | YORK WTR CO | Utilities | 529 | $16K | — | SOLD |
| 68 | SNEX | STONEX GROUP INC | Financial Services | 145 | $15K | — | SOLD |
| 69 | LARK | LANDMARK BANCORP INC | Financial Services | 530 | $14K | — | SOLD |
| 70 | DEEF | DBX ETF TR | — | 409 | $14K | — | SOLD |
| 71 | BCO | BRINKS CO | Industrials | 116 | $14K | — | SOLD |
| 72 | BRBS | BLUE RIDGE BANKSHARES INC VA | Financial Services | 3,108 | $13K | — | SOLD |
| 73 | PJAN | INNOVATOR ETFS TRUST | — | 286 | $13K | — | SOLD |
| 74 | MDIV | FIRST TR EXCHANGE TRADED FD | — | 807 | $13K | — | SOLD |
| 75 | ESEA | EUROSEAS LTD | Industrials | 200 | $12K | — | SOLD |
| 76 | YEXT | YEXT INC | Technology | 1,313 | $11K | — | SOLD |
| 77 | ILTB | ISHARES TR | — | 210 | $11K | — | SOLD |
| 78 | FBK | FB FINL CORP | Financial Services | 185 | $10K | — | SOLD |
| 79 | BTSG | BRIGHTSPRING HEALTH SVCS INC | Healthcare | 348 | $10K | — | SOLD |
| 80 | — | COMPANHIA PARANAENSE DE ENER | — | 1,049 | $10K | — | 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%