Portfolio (Quarterly)
Guide ↗
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
· CIK 0001141802| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 201 | — | BITCOIN DEPOT INC | — | 480 | $2K | — | SOLD |
| 202 | CARS | CARS COM INC | Consumer Cyclical | 132 | $2K | — | SOLD |
| 203 | SNCY | SUN CTRY AIRLS HLDGS INC | Industrials | 136 | $2K | — | SOLD |
| 204 | SIBN | SI-BONE INC | Healthcare | 109 | $2K | — | SOLD |
| 205 | — | LIBERTY MEDIA CORP DEL | — | 17 | $2K | — | SOLD |
| 206 | REPX | RILEY EXPLORATION PERMIAN IN | Energy | 58 | $2K | — | SOLD |
| 207 | JGLO | J P MORGAN EXCHANGE TRADED F | — | 23 | $2K | — | SOLD |
| 208 | AMRX | AMNEAL PHARMACEUTICALS INC | Healthcare | 155 | $2K | — | SOLD |
| 209 | — | LIFETIME BRANDS INC | — | 400 | $2K | — | SOLD |
| 210 | — | PROS HOLDINGS INC | — | 66 | $2K | — | SOLD |
| 211 | DK | DELEK US HLDGS INC NEW | Energy | 46 | $1K | — | SOLD |
| 212 | NEOG | NEOGEN CORP | Healthcare | 255 | $1K | — | SOLD |
| 213 | NEO | NEOGENOMICS INC | Healthcare | 186 | $1K | — | SOLD |
| 214 | CNNE | CANNAE HLDGS INC | Consumer Cyclical | 77 | $1K | — | SOLD |
| 215 | KFY | KORN FERRY | Industrials | 20 | $1K | — | SOLD |
| 216 | NWN | NORTHWEST NAT HLDG CO | Utilities | 31 | $1K | — | SOLD |
| 217 | — | PRINCIPAL EXCHANGE TRADED FD | — | 44 | $1K | — | SOLD |
| 218 | PLTY | TIDAL TRUST II | — | 21 | $1K | — | SOLD |
| 219 | — | VERINT SYS INC | — | 67 | $1K | — | SOLD |
| 220 | — | EVOKE PHARMA INC | — | 272 | $1K | — | SOLD |
Sector Allocation
Financial Services
42.6%
Technology
24.4%
Communication Services
8.2%
Consumer Cyclical
7.4%
Industrials
5.4%
Healthcare
4.8%
Consumer Defensive
2.9%
Energy
1.9%
Utilities
1.3%
Basic Materials
0.7%