Portfolio (Quarterly)
Guide ↗
NORTHWEST WEALTH MANAGEMENT, LLC
· CIK 0001695344| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | FIVE | FIVE BELOW INC | Consumer Cyclical | 945 | $216K | 0.03% | SOLD |
| 22 | MEDP | MEDPACE HLDGS INC | Healthcare | 448 | $215K | 0.03% | SOLD |
| 23 | V | VISA INC | Financial Services | 701 | $212K | 0.03% | SOLD |
| 24 | ULTA | ULTA BEAUTY INC | Consumer Cyclical | 397 | $208K | 0.03% | SOLD |
| 25 | MMM | 3M CO | Industrials | 1,427 | $207K | 0.03% | SOLD |
| 26 | ADT | ADT INC DEL | Industrials | 13,825 | $91K | 0.01% | SOLD |
| 27 | ALIT | ALIGHT INC | Technology | 13,199 | $8K | 0.00% | SOLD |
| 28 | GDX CALL | VANECK ETF TRUST | — | 100 | $580.0 | — | SOLD |
| 29 | NOW CALL | SERVICENOW INC | Technology | 100 | $320.0 | — | SOLD |
| 30 | MARA CALL | MARA HOLDINGS INC | Financial Services | 400 | $30.0 | — | SOLD |
Sector Allocation
Technology
39.0%
Consumer Cyclical
17.2%
Industrials
12.5%
Financial Services
9.3%
Healthcare
6.3%
Consumer Defensive
4.8%
Utilities
3.0%
Energy
2.8%
Communication Services
2.7%
Basic Materials
2.1%