Portfolio (Quarterly)
Guide ↗
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
· CIK 0001141802| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 221 | SEIQ | SEI EXCHANGE TRADED FUNDS | — | 34 | $1K | — | SOLD |
| 222 | CERT | CERTARA INC | Healthcare | 105 | $1K | — | SOLD |
| 223 | EUSB | ISHARES TR | — | 28 | $1K | — | SOLD |
| 224 | OSUR | ORASURE TECHNOLOGIES INC | Healthcare | 383 | $1K | — | SOLD |
| 225 | BRZE | BRAZE INC | Technology | 43 | $1K | — | SOLD |
| 226 | — | UBER TECHNOLOGIES INC | — | 1,000 | $1K | — | SOLD |
| 227 | HYEM | VANECK ETF TRUST | — | 59 | $1K | — | SOLD |
| 228 | IPAR | INTERPARFUMS INC | Consumer Defensive | 12 | $1K | — | SOLD |
| 229 | MFA | MFA FINL INC | Real Estate | 125 | $1K | — | SOLD |
| 230 | WKC | WORLD KINECT CORPORATION | Energy | 44 | $1K | — | SOLD |
| 231 | WNC | WABASH NATL CORP | Industrials | 114 | $1K | — | SOLD |
| 232 | WVVI | WILLAMETTE VY VINEYARD INC | Consumer Defensive | 315 | $1K | — | SOLD |
| 233 | MTX | MINERALS TECHNOLOGIES INC | Basic Materials | 18 | $1K | — | SOLD |
| 234 | — | RIVIAN AUTOMOTIVE INC | — | 1,000 | $1K | — | SOLD |
| 235 | — | Q2 HLDGS INC | — | 1,000 | $1K | — | SOLD |
| 236 | SSFI | STRATEGY SHS | — | 48 | $1K | — | SOLD |
| 237 | AMDL | GRANITESHARES ETF TR | — | 100 | $1K | — | SOLD |
| 238 | CONY | TIDAL TRUST II | — | 149 | $1K | — | SOLD |
| 239 | BCUS | EXCHANGE LISTED FDS TR | — | 31 | $1K | — | SOLD |
| 240 | EVH | EVOLENT HEALTH INC | Healthcare | 117 | $990.0 | — | 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%