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Portfolio (Quarterly) Guide ↗

NWAM LLC

· CIK 0001655006
13F Portfolio $1.8B AUM 637 positions Filed Feb 4, 2026 EDGAR ↗ ← All Funds
Q3 2025 Q2 2025 · All 52 New 207 Added 260 Reduced 30 Exited
Page 16 of 32  ·  637 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 XLP SELECT SECTOR SPDR TR 11,347.0 $904K 0.05% -11K -49.5% $79.66 +4.5%
302 PBW INVESCO EXCHANGE TRADED FD T 30,976.0 $899K 0.05% +5K +21.4% $29.02 +43.2%
303 BINC BLACKROCK ETF TRUST II 16,852.0 $898K 0.05% +6K +51.4% $53.31 -1.9%
304 IUSG ISHARES TR 5,382.0 $891K 0.05% +2K +55.8% $165.49 +14.0%
305 IBIT ISHARES BITCOIN TRUST ETF Financial Services 13,866.0 $890K 0.05% +724.0 +5.5% $64.22 -44.5%
306 FDL FIRST TR EXCHANGE-TRADED FD 20,458.0 $881K 0.05% $43.05 +13.9%
307 RITM RITHM CAPITAL CORP Real Estate 77,135.0 $862K 0.05% +2K +2.5% $11.18 -17.8%
308 WTAI WISDOMTREE TR 28,294.0 $856K 0.05% -11K -28.2% $30.26 +57.1%
309 IHDG WISDOMTREE TR 18,203.0 $856K 0.05% -235.0 -1.3% $47.02 +13.2%
310 IVLU ISHARES TR 23,838.0 $851K 0.05% -1K -4.5% $35.70 +18.2%
311 PGR PROGRESSIVE CORP Financial Services 3,394.0 $824K 0.04% -231.0 -6.4% $242.81 -15.6%
312 D DOMINION ENERGY INC Utilities 13,410.0 $824K 0.04% NEW $61.43 +11.4%
313 PM PHILIP MORRIS INTL INC Consumer Defensive 5,186.0 $823K 0.04% +196.0 +3.9% $158.72 +12.4%
314 SDY SPDR SERIES TRUST 5,815.0 $815K 0.04% -40.0 -0.7% $140.12 +7.4%
315 QCLN FIRST TR EXCHANGE-TRADED FD 19,301.0 $810K 0.04% +2K +9.9% $41.97 +53.1%
316 VCSH VANGUARD SCOTTSDALE FDS 10,013.0 $801K 0.04% -413.0 -4.0% $80.04 -1.5%
317 DFSD DIMENSIONAL ETF TRUST 16,478.0 $799K 0.04% +98.0 +0.6% $48.50 -1.3%
318 RING ISHARES INC 11,600.0 $798K 0.04% +71.0 +0.6% $68.76 +3.8%
319 ACWX ISHARES TR 12,024.0 $789K 0.04% +1K +12.8% $65.61 +17.5%
320 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 4,439.0 $787K 0.04% NEW $177.35 -39.6%
Page 16 of 32  ·  637 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 39.7%
Financial Services 17.8%
Healthcare 9.8%
Consumer Cyclical 8.3%
Industrials 6.9%
Communication Services 6.3%
Consumer Defensive 4.0%
Energy 3.7%
Basic Materials 1.5%
Utilities 1.3%