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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 29 of 35  ·  684 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 CDE COEUR MNG INC Basic Materials 18,551.0 $303K 0.01% $16.32 +34.2%
562 LH LABCORP HOLDINGS INC Healthcare 1,078.0 $302K 0.01% +335.0 +45.1% $280.01 +20.9%
563 ACN ACCENTURE PLC IRELAND Technology 2,408.0 $300K 0.01% -363.0 -13.1% $124.44 +52.0%
564 WEC WEC ENERGY GROUP INC Utilities 2,544.0 $297K 0.01% NEW $116.76 -8.9%
565 Q QNITY ELECTRONICS INC Technology 1,806.0 $295K 0.01% NEW $163.32 -22.3%
566 DFEV DIMENSIONAL ETF TRUST 6,903.0 $295K 0.01% NEW $42.67 -0.2%
567 IGV ISHARES TR 3,234.0 $293K 0.01% -10K -75.5% $90.60 +20.5%
568 VIOO VANGUARD ADMIRAL FDS INC 2,118.0 $291K 0.01% NEW $137.54 -1.2%
569 VOOG VANGUARD ADMIRAL FDS INC 3,522.0 $291K 0.01% +3K +502.1% $82.63 +2.2%
570 RWR SPDR SERIES TRUST 2,573.0 $291K 0.01% NEW $112.97 +0.6%
571 OKE ONEOK INC NEW Energy 3,331.0 $290K 0.01% NEW $86.94 +7.0%
572 WGMI VALKYRIE ETF TRUST II 4,549.0 $287K 0.01% -24K -84.1% $63.07 -24.1%
573 IBDV ISHARES TR 13,053.0 $285K 0.01% +282.0 +2.2% $21.80 -0.7%
574 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 970.0 $284K 0.01% -74.0 -7.1% $293.13 +4.1%
575 MDT MEDTRONIC PLC Healthcare 3,604.0 $282K 0.01% -10K -73.3% $78.23 +16.5%
576 IJK ISHARES TR 2,392.0 $281K 0.01% -73.0 -3.0% $117.51 -1.9%
577 CNQ CANADIAN NAT RES LTD MED TER Energy 7,092.0 $280K 0.01% +79.0 +1.1% $39.50 +24.7%
578 RY ROYAL BK CDA Financial Services 1,353.0 $280K 0.01% -50.0 -3.6% $206.97 -2.0%
579 PLD PROLOGIS INC. Real Estate 2,059.0 $279K 0.01% +112.0 +5.8% $135.47 +5.1%
580 WTS WATTS WATER TECHNOLOGIES INC Industrials 710.0 $278K 0.01% NEW $391.45 -5.2%
Page 29 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%