NWAM LLC - Portfolio overview

NWAM LLC has 707 reported holdings in this dataset, with the latest filing dated 2026-05-04.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

1. MSFT - MICROSOFT CORP, 4.70%
2. AAPL - APPLE INC, 3.59%
3. NVDA - NVIDIA CORPORATION, 2.31%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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