Instuitional Investor - Northwest Financial Advisors
Fund Profile
Filing Period:
| Fund Name: | Northwest Financial Advisors |
| Portfolio Value | $751,864,488 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | J P Morgan Exchange Traded F | 991,333 | $97,735,546 | 13% | |
| 2. | Federated Hermes Etf Trust | 2,422,914 | $76,055,280 | 10.12% | |
| 3. | J P Morgan Exchange Traded F - ACTIVE BOND ETF | 1,318,229 | $70,525,500 | 9.38% | |
| 4. | Lazard Active Etf Tr | 1,676,055 | $58,779,265 | 7.82% | |
| 5. | Ab Active Etfs Inc - US LA CAP ST ETF | 652,810 | $54,581,443 | 7.26% |