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Home > Institutional Investor > Northwest Capital Management Inc > Profile

Instuitional Investor - Northwest Capital Management Inc

Fund Profile
Filing Period:
Fund Name: Northwest Capital Management Inc
Portfolio Value $274,090,677
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 29,822 $14,833,849 8.03%
2.
Schwab Strategic Trust
 FNDF 612,912 $13,545,366 7.34%
3.
Schwab Strategic Trust
 FNDF 410,182 $10,024,837 5.43%
4.
Apple Inc.
 AAPL 40,753 $8,361,316 4.53%
5.
Schwab Strategic Trust
 FNDF 236,825 $6,275,863 3.4%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)