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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 5 of 8  ·  146 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 3,170.0 $305K 0.01% NEW $96.12 -51.5%
82 WEC WEC ENERGY GROUP INC Utilities 2,544.0 $297K 0.01% NEW $116.76 -9.0%
83 Q QNITY ELECTRONICS INC Technology 1,806.0 $295K 0.01% NEW $163.32 -21.9%
84 DFEV DIMENSIONAL ETF TRUST 6,903.0 $295K 0.01% NEW $42.67 -0.3%
85 VIOO VANGUARD ADMIRAL FDS INC 2,118.0 $291K 0.01% NEW $137.54 -1.5%
86 RWR SPDR SERIES TRUST 2,573.0 $291K 0.01% NEW $112.97 +1.0%
87 OKE ONEOK INC NEW Energy 3,331.0 $290K 0.01% NEW $86.94 +7.6%
88 WTS WATTS WATER TECHNOLOGIES INC Industrials 710.0 $278K 0.01% NEW $391.45 -5.3%
89 JPIE J P MORGAN EXCHANGE TRADED F 6,014.0 $277K 0.01% NEW $46.05 -0.3%
90 SPSB SPDR SERIES TRUST 9,209.0 $276K 0.01% NEW $30.01 -0.1%
91 SFM SPROUTS FMRS MKT INC Consumer Defensive 3,256.0 $275K 0.01% NEW $84.58 +0.7%
92 ILCG ISHARES TR 2,333.0 $273K 0.01% NEW $117.02 -0.9%
93 DRAM ROUNDHILL ETF TRUST 3,675.0 $271K 0.01% NEW $73.86 -23.7%
94 FCOM FIDELITY COVINGTON TRUST 3,895.0 $271K 0.01% NEW $69.48 +1.9%
95 DFUV DIMENSIONAL ETF TRUST 4,915.0 $270K 0.01% NEW $55.01 +3.7%
96 CCK CROWN HLDGS INC Consumer Cyclical 2,393.0 $268K 0.01% NEW $111.82 +5.5%
97 SPIP SPDR SERIES TRUST 10,283.0 $264K 0.01% NEW $25.68 -1.9%
98 QXO QXO INC Industrials 14,850.0 $257K 0.01% NEW $17.28 -19.1%
99 CIBR FIRST TR EXCHANGE-TRADED FD 2,832.0 $254K 0.01% NEW $89.84 +11.1%
100 VSGX VANGUARD WORLD FD 3,086.0 $254K 0.01% NEW $82.35 +1.4%
Page 5 of 8  ·  146 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

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%