Portfolio (Quarterly)
Guide ↗
NORTHWEST WEALTH MANAGEMENT, LLC
· CIK 0001695344| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | BBLU | EA SERIES TRUST | — | 10,582 | $161K | 0.03% | SOLD |
| 22 | CLSK | CLEANSPARK INC | Technology | 9,827 | $99K | 0.02% | SOLD |
| 23 | FCX CALL | FREEPORT-MCMORAN INC | Basic Materials | 100 | $897.0 | — | SOLD |
| 24 | CLSK CALL | CLEANSPARK INC | Technology | 300 | $72.0 | — | SOLD |
| 25 | IWM CALL | ISHARES TR | — | 200 | $27.0 | — | SOLD |
| 26 | PII PUT | POLARIS INC | Consumer Cyclical | 200 | — | — | 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%