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Home > Institutional Investor > Nwam Llc > Profile

Instuitional Investor - Nwam Llc

Fund Profile
Filing Period:
Fund Name: Nwam Llc
Portfolio Value $1,162,715,061
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 249,435 $93,635,551 8.05%
2.
Apple Inc.
 AAPL 273,603 $60,775,451 5.23%
3.
Vanguard Index Fds - GROWTH ETF
 93,186 $34,555,259 2.97%
4.
Amazon Com Inc
 AMZN 167,443 $31,857,664 2.74%
5.
Vanguard Index Fds - VALUE ETF
 181,064 $31,276,956 2.69%
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)