Top 50 Northwest Capital Management Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| PG | PROCTER AND GAMBLE CO | 18.05% | 29.0K | $4.2M | -0.19%(-56) | $131.69(+8.88%) | 2025-12-31 | |
| MSFT | MICROSOFT CORP | 6.43% | 3.1K | $1.5M | -76.79%(-10.13K) | $201.66(+103.91%) | 2025-12-31 | |
| EFV | ISHARES TR | 3.42% | 11.0K | $789K | -82.81%(-53.19K) | $51.59(+51.67%) | 2025-12-31 | |
| QUAL | ISHARES TR | 3.31% | 3.8K | $762K | -72.08%(-9.90K) | $156.30(+30.75%) | 2025-12-31 | |
| SCHG | SCHWAB STRATEGIC TR | 3.21% | 22.7K | $739K | -14.78%(-3.93K) | $24.92(+28.79%) | 2025-12-31 | |
| JIRE | J P MORGAN EXCHANGE TRADED F | 3.02% | 9.3K | $695K | +11.54%(+961) | $61.41(+31.09%) | 2025-12-31 | |
| SCHR | SCHWAB STRATEGIC TR | 2.92% | 26.8K | $673K | -53.90%(-31.35K) | $24.70(+0.92%) | 2025-12-31 | |
| MBB | ISHARES TR | 2.9% | 7.0K | $669K | -65.18%(-13.16K) | $100.59(-5.29%) | 2025-12-31 | |
| DYNF | BLACKROCK ETF TRUST | 2.85% | 10.8K | $656K | -71.64%(-27.24K) | $45.64(+37.87%) | 2025-12-31 | |
| SCHX | SCHWAB STRATEGIC TR | 2.79% | 23.9K | $642K | -92.34%(-287.76K) | $16.69(+65.33%) | 2025-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.30% | +45.45% |
| Top 20 Holdings Unweighted | +11.52% | +38.69% |
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