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Portfolio (Quarterly) Guide ↗

NWAM LLC

· CIK 0001655006
13F Portfolio $2.0B AUM 684 positions Filed Jul 23, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q3 2025 · All 146 New 265 Added 253 Reduced 99 Exited
Page 4 of 5  ·  99 positions
# Ticker Company Sector Shares Value ↓ % Port Status
61 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 4,282 $286K 0.02% SOLD
62 OKLO OKLO INC Utilities 1,774 $282K 0.01% SOLD
63 BK BANK NEW YORK MELLON CORP Financial Services 2,541 $276K 0.01% SOLD
64 FQAL FIDELITY COVINGTON TRUST 3,564 $266K 0.01% SOLD
65 CMBS ISHARES TR 5,365 $264K 0.01% SOLD
66 URTH ISHARES INC 1,400 $256K 0.01% SOLD
67 COF CAPITAL ONE FINL CORP Financial Services 1,197 $256K 0.01% SOLD
68 HSY HERSHEY CO Consumer Defensive 1,326 $248K 0.01% SOLD
69 SCCO SOUTHERN COPPER CORP Basic Materials 1,810 $244K 0.01% SOLD
70 RSG REPUBLIC SVCS INC Industrials 1,086 $241K 0.01% SOLD
71 BTC GRAYSCALE BITCOIN MINI TR ET Financial Services 4,743 $240K 0.01% SOLD
72 GNRC GENERAC HLDGS INC Industrials 1,221 $239K 0.01% SOLD
73 FIVA FIDELITY COVINGTON TRUST 7,232 $230K 0.01% SOLD
74 FDMO FIDELITY COVINGTON TRUST 2,768 $230K 0.01% SOLD
75 FXI ISHARES TR 5,551 $225K 0.01% SOLD
76 BLACKROCK ETF TRUST II 4,509 $223K 0.01% SOLD
77 CLX CLOROX CO DEL Consumer Defensive 1,839 $221K 0.01% SOLD
78 ICSH ISHARES TR 4,306 $218K 0.01% SOLD
79 BP BP PLC Energy 6,541 $217K 0.01% SOLD
80 SCHW SCHWAB CHARLES CORP Financial Services 2,251 $214K 0.01% SOLD
Page 4 of 5  ·  99 positions
Sector Allocation
Technology 39.1%
Financial Services 16.8%
Industrials 10.8%
Healthcare 9.2%
Consumer Cyclical 7.7%
Consumer Defensive 4.8%
Communication Services 3.7%
Energy 2.9%
Basic Materials 2.3%
Utilities 1.9%