Northwest Capital Management Inc - Portfolio overview

Northwest Capital Management Inc has 256 reported holdings in this dataset, with the latest filing dated 2026-01-26.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Consumer Defensive and Technology.

Largest reported holdings by portfolio allocation

1. PG - PROCTER AND GAMBLE CO, 10.60%
2. FBND - FIDELITY MERRIMACK STR TR, 3.90%
3. MSFT - MICROSOFT CORP, 3.77%

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

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