Portfolio (Quarterly)
Guide ↗
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
· CIK 0001141802| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 121 | — | TRIPLE FLAG PRECIOUS METAL | — | 159 | $5K | — | SOLD |
| 122 | — | BILL HOLDINGS INC | — | 5,000 | $5K | — | SOLD |
| 123 | EVSD | MORGAN STANLEY ETF TRUST | — | 89 | $5K | — | SOLD |
| 124 | DAX | GLOBAL X FDS | — | 100 | $4K | — | SOLD |
| 125 | IBEX | IBEX LTD | Technology | 110 | $4K | — | SOLD |
| 126 | — | PG&E CORP | — | 111 | $4K | — | SOLD |
| 127 | LINE | LINEAGE INC | Real Estate | 111 | $4K | — | SOLD |
| 128 | PDM | PIEDMONT REALTY TRUST INC | Real Estate | 476 | $4K | — | SOLD |
| 129 | — | WNS HLDGS LTD | — | 56 | $4K | — | SOLD |
| 130 | — | SHOPIFY INC | — | 4,000 | $4K | — | SOLD |
| 131 | LZB | LA Z BOY INC | Consumer Cyclical | 121 | $4K | — | SOLD |
| 132 | ZETA | ZETA GLOBAL HOLDINGS CORP | Technology | 206 | $4K | — | SOLD |
| 133 | SGC | SUPERIOR GROUP OF CO INC | Consumer Cyclical | 375 | $4K | — | SOLD |
| 134 | LTPZ | PIMCO ETF TR | — | 74 | $4K | — | SOLD |
| 135 | POWR | ISHARES INC | — | 156 | $4K | — | SOLD |
| 136 | RGR | STURM RUGER & CO INC | Industrials | 89 | $4K | — | SOLD |
| 137 | SCVL | SHOE CARNIVAL INC | Consumer Cyclical | 186 | $4K | — | SOLD |
| 138 | XDSQ | INNOVATOR ETFS TRUST | — | 97 | $4K | — | SOLD |
| 139 | FDTX | FIDELITY COVINGTON TRUST | — | 94 | $4K | — | SOLD |
| 140 | UVE | UNIVERSAL INS HLDGS INC | Financial Services | 143 | $4K | — | 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%