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Home > Institutional Investor > Northwest Financial Advisors > Profile

Instuitional Investor - Northwest Financial Advisors

Fund Profile
Filing Period:
Fund Name: Northwest Financial Advisors
Portfolio Value $117,717,589
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Invesco Actively Managed Etf
 325,616 $15,382,082 13.06%
2.
Apple Inc.
 AAPL 74,529 $14,349,058 12.18%
3.
Microsoft Corp
 MSFT 18,039 $6,783,330 5.76%
4.
Invesco Qqq Tr
 9,303 $3,809,618 3.23%
5.
Amazon Com Inc
 AMZN 24,725 $3,756,716 3.19%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
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Returns since its inception in May 2014 (through Feb 16th, 2024)