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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 22 of 35  ·  684 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 XLB SELECT SECTOR SPDR TR 11,020.0 $560K 0.03% +8K +251.2% $50.83 +4.7%
422 ESGD ISHARES TR 5,411.0 $556K 0.03% NEW $102.81 +4.0%
423 CMCSA COMCAST CORP NEW Communication Services 22,659.0 $556K 0.03% -2K -8.8% $24.55 +7.6%
424 IVLU ISHARES TR 13,235.0 $553K 0.03% -11K -44.5% $41.82 +5.8%
425 BN BROOKFIELD CORP Financial Services 12,988.0 $553K 0.03% +6K +84.9% $42.59 -2.7%
426 CBT CABOT CORP Basic Materials 6,086.0 $553K 0.03% NEW $90.82 -6.9%
427 BIIB BIOGEN INC Healthcare 2,553.0 $552K 0.03% NEW $216.06 +2.5%
428 GLTR ABRDN PRECIOUS METALS BASKET Financial Services 3,027.0 $548K 0.03% -421.0 -12.2% $181.12 +15.6%
429 RITM RITHM CAPITAL CORP Real Estate 58,258.0 $547K 0.03% -19K -24.5% $9.39 +6.6%
430 CRM SALESFORCE INC Technology 3,491.0 $547K 0.03% -72.0 -2.0% $156.66 +60.9%
431 USRT ISHARES TR 8,212.0 $546K 0.03% +3K +64.1% $66.45 +0.2%
432 IBB ISHARES TR 2,865.0 $545K 0.03% +1K +74.3% $190.21 +12.9%
433 NVS NOVARTIS AG Healthcare 3,473.0 $544K 0.03% +71.0 +2.1% $156.72 -1.3%
434 MSTR STRATEGY INC Technology 6,248.0 $543K 0.03% +3K +106.3% $86.92 +58.1%
435 INSM INSMED INC Healthcare 5,071.0 $541K 0.03% -44K -89.8% $106.62 +13.9%
436 DXCM DEXCOM INC Healthcare 7,965.0 $536K 0.03% NEW $67.35 +32.6%
437 DBMF LITMAN GREGORY FDS TR 17,409.0 $533K 0.03% -15K -45.6% $30.61 +2.0%
438 GNMA ISHARES TR 12,046.0 $533K 0.03% +7K +142.3% $44.23 -1.0%
439 BDYN BLACKROCK ETF TRUST 19,118.0 $530K 0.03% +842.0 +4.6% $27.74 +1.7%
440 GAMESTOP CORP 23,934.0 $528K 0.03% -5K -16.1% $22.08
Page 22 of 35  ·  684 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%