Portfolio (Quarterly)
Guide ↗
NORTHWEST WEALTH MANAGEMENT, LLC
· CIK 0001695344| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | TEAM | ATLASSIAN CORPORATION | Technology | 3,957 | $642K | 0.10% | SOLD |
| 2 | DKNG | DRAFTKINGS INC NEW | Consumer Cyclical | 10,824 | $373K | 0.06% | SOLD |
| 3 | LVS | LAS VEGAS SANDS CORP | Consumer Cyclical | 5,217 | $340K | 0.05% | SOLD |
| 4 | HOOD | ROBINHOOD MKTS INC | Financial Services | 2,979 | $337K | 0.05% | SOLD |
| 5 | ACN | ACCENTURE PLC IRELAND | Technology | 1,250 | $335K | 0.05% | SOLD |
| 6 | ROP | ROPER TECHNOLOGIES INC | Industrials | 713 | $317K | 0.05% | SOLD |
| 7 | BBY | BEST BUY INC | Consumer Cyclical | 3,905 | $261K | 0.04% | SOLD |
| 8 | BDX | BECTON DICKINSON & CO | Healthcare | 1,327 | $257K | 0.04% | SOLD |
| 9 | — | EXACT SCIENCES CORP | — | 2,439 | $248K | 0.04% | SOLD |
| 10 | MKTX | MARKETAXESS HLDGS INC | Financial Services | 1,350 | $245K | 0.04% | SOLD |
| 11 | MA | MASTERCARD INCORPORATED | Financial Services | 421 | $240K | 0.04% | SOLD |
| 12 | MUB | ISHARES TR | — | 2,166 | $232K | 0.04% | SOLD |
| 13 | CMG | CHIPOTLE MEXICAN GRILL INC | Consumer Cyclical | 6,197 | $229K | 0.04% | SOLD |
| 14 | A | AGILENT TECHNOLOGIES INC | Healthcare | 1,680 | $229K | 0.04% | SOLD |
| 15 | ESTC | ELASTIC N V | Technology | 3,019 | $228K | 0.04% | SOLD |
| 16 | ALNY | ALNYLAM PHARMACEUTICALS INC | Healthcare | 565 | $225K | 0.04% | SOLD |
| 17 | ZS | ZSCALER INC | Technology | 980 | $220K | 0.04% | SOLD |
| 18 | VEEV | VEEVA SYS INC | Healthcare | 956 | $213K | 0.03% | SOLD |
| 19 | XLK | SELECT SECTOR SPDR TR | — | 1,476 | $212K | 0.03% | SOLD |
| 20 | THC | TENET HEALTHCARE CORP | Healthcare | 1,007 | $200K | 0.03% | SOLD |
Sector Allocation
Technology
31.6%
Consumer Cyclical
17.5%
Industrials
12.4%
Financial Services
10.5%
Healthcare
6.9%
Consumer Defensive
6.0%
Communication Services
5.2%
Energy
3.9%
Utilities
3.1%
Basic Materials
3.0%