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Home > Institutional Investor > Nwam Llc > Profile

Instuitional Investor - Nwam Llc

Fund Profile
Filing Period:
Fund Name: Nwam Llc
Portfolio Value $1,789,746,038
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 242,776 $114,931,127 6.42%
2.
Apple Inc.
 AAPL 252,603 $65,461,079 3.66%
3.
Nvidia Corp
 NVDA 228,896 $42,683,402 2.38%
4.
Vanguard Index Fds - GROWTH ETF
 85,751 $41,790,545 2.33%
5.
Invesco Qqq Tr
 65,200 $40,527,027 2.26%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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