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Home > Institutional Investor > Nwam Llc > Profile

Instuitional Investor - Nwam Llc

Fund Profile
Filing Period:
Fund Name: Nwam Llc
Portfolio Value $1,228,795,798
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 188,599 $96,796,602 7.88%
2.
Apple Inc.
 AAPL 271,129 $56,466,985 4.6%
3.
Nvidia Corp
 NVDA 249,908 $43,896,285 3.57%
4.
Amazon Com Inc
 AMZN 158,270 $36,432,183 2.96%
5.
Broadcom Inc.
 AVGO 96,368 $29,093,987 2.37%
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)