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Northwest Capital Management Inc

Q2 2025 · Filed 2025-07-25
Market Value
$185M
-24.1%
Holdings
450
+4
New Purchases
8
Added To
25
Closed
98
Reduced
176
Top 10 Concentration
40.7%
Turnover
23.6%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
MSFT 8.03% 5.31% +2.73% $15M
VCIT 1.45% 0.00% +1.45% $3M
SCHF 7.34% 6.18% +1.15% $14M
BNDX 0.99% 0.00% +0.99% $2M
VGK 0.84% 0.00% +0.84% $2M
VFMO 0.61% 0.00% +0.61% $1M
AAPL 4.53% 3.92% +0.60% $8M
PG 2.60% 2.11% +0.49% $5M
FNDX 0.42% 0.00% +0.42% $774K
GDXJ 0.78% 0.40% +0.38% $1M
VO 2.01% 1.68% +0.33% $4M
STIP 0.41% 0.11% +0.30% $764K
BINC 1.04% 0.74% +0.30% $2M
IAU 0.68% 0.40% +0.28% $1M
IVV 1.37% 1.09% +0.27% $3M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
SCHR 2.13% 8.73% -6.60% $4M
SCHM 1.27% 2.01% -0.74% $2M
SCHZ 0.63% 1.36% -0.73% $1M
SCHX 5.43% 6.09% -0.66% $10M
ESGU 1.73% 2.27% -0.54% $3M
AMZN 1.40% 1.81% -0.41% $3M
QUAL 1.98% 2.31% -0.33% $4M
MBB 2.07% 2.38% -0.31% $4M
XLE 0.77% 1.06% -0.30% $1M
SCHD 3.40% 3.64% -0.25% $6M
IT 0.00% 0.23% -0.23% $0
GOOG 0.15% 0.37% -0.23% $274K
VUSB 1.83% 2.06% -0.22% $3M
DBEF 0.00% 0.22% -0.22% $0
QQQ 0.03% 0.24% -0.21% $50K

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 65 $51M 27.6%
Large Cap 255 $107M 57.9%
Mid Cap 83 $20M 10.8%
Small Cap 35 $6M 3.0%
Micro Cap 12 $1M 0.6%

Portfolio Analytics

Avg Market Cap
$160.4B
Median Market Cap
$28.1B
Avg P/E
30.9
Median P/E
23.2
Avg Dividend Yield
0.03%
Avg Beta
0.94
# Stocks
229
# ETFs / Funds
221

Top Holdings (450 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 MSFT 8.03% 29,822 $15M $497.41 $2M -4,572 -13.3%
2 SCHF 7.34% 612,912 $14M $22.10 -$1M -147,679 -19.4%
3 SCHX 5.43% 410,182 $10M $24.44 -$5M -261,309 -38.9%
4 AAPL 4.53% 40,753 $8M $205.17 -$1M -2,225 -5.2%
5 SCHD 3.40% 236,825 $6M $26.50 -$3M -80,262 -25.3%
6 EFV 3.18% 92,383 $6M $63.48 -$2M -43,110 -31.8%
7 PG 2.60% 30,130 $5M $159.32 -$340K -32 -0.1%
8 SCHR 2.13% 157,342 $4M $25.03 -$17M -697,374 -81.6%
9 MBB 2.07% 40,643 $4M $93.89 -$2M -20,990 -34.1%
10 VO 2.01% 13,243 $4M $279.83 -$381K -2,558 -16.2%
11 QUAL 1.98% 20,011 $4M $182.82 -$2M -12,894 -39.2%
12 SCHG 1.97% 124,680 $4M $29.21 -$768K -51,438 -29.2%
13 VUSB 1.83% 67,900 $3M $49.87 -$2M -32,531 -32.4%
14 ESGU 1.73% 23,645 $3M $135.30 -$2M -21,680 -47.8%
15 AGG 1.63% 30,363 $3M $99.20 -$465K -4,790 -13.6%
16 DYNF 1.58% 53,533 $3M $54.46 -$870K -24,096 -31.0%
17 VDC 1.45% 12,240 $3M $219.00 -$1M -5,126 -29.5%
18 VCIT 1.45% 32,238 $3M $82.92 +32,238 NEW
19 AMZN 1.40% 11,811 $3M $219.39 -$2M -11,374 -49.1%
20 IVV 1.37% 4,070 $3M $620.88 -$136K -669 -14.1%
21 SCHM 1.27% 83,791 $2M $28.05 -$3M -103,131 -55.2%
22 SPY 1.08% 3,213 $2M $617.87 -$482K -1,198 -27.2%
23 BINC 1.04% 36,271 $2M $52.84 $127K +2,100 +6.2%
24 SCHE 1.03% 63,099 $2M $30.14 -$759K -33,406 -34.6%
25 BNDX 0.99% 36,819 $2M $49.51 +36,819 NEW
26 XCEM 0.95% 51,145 $2M $34.18 -$1M -44,175 -46.3%
27 SPLV 0.93% 23,657 $2M $72.82 -$651K -8,108 -25.5%
28 VBR 0.92% 8,679 $2M $195.01 -$538K -3,292 -27.5%
29 VGK 0.84% 20,029 $2M $77.50 $2M +19,959 +28512.9%
30 FBND 0.83% 33,360 $2M $45.75 -$29K -714 -2.1%
31 VWOB 0.81% 22,883 $1M $65.35 -$435K -7,180 -23.9%
32 XTEN 0.79% 31,637 $1M $46.16 -$290K -5,942 -15.8%
33 GDXJ 0.78% 21,369 $1M $67.59 $463K +4,219 +24.6%
34 XLE 0.77% 16,700 $1M $84.81 -$1M -11,001 -39.7%
35 IUSB 0.76% 30,387 $1M $46.23 -$425K -9,331 -23.5%
36 IAU 0.68% 20,174 $1M $62.36 $278K +3,551 +21.4%
37 SPAB 0.68% 48,881 $1M $25.60 -$518K -20,393 -29.4%
38 IEMG 0.66% 20,449 $1M $60.03 -$254K -6,996 -25.5%
39 QQQM 0.64% 5,199 $1M $227.08 -$46K -1,158 -18.2%
40 SCHZ 0.63% 50,235 $1M $23.24 -$2M -92,791 -64.9%
41 VFMO 0.61% 6,515 $1M $172.52 +6,515 NEW
42 MRK 0.60% 14,088 $1M $79.16 -$178K -325 -2.2%
43 NVDA 0.60% 7,054 $1M $157.99 -$29K -3,496 -33.1%
44 IFRA 0.54% 20,264 $997K $49.19 -$699K -17,365 -46.1%
45 ITOT 0.54% 7,359 $994K $135.04 -$486K -4,770 -39.3%
46 BRK-B 0.51% 1,955 $950K $485.77 -$127K -66 -3.3%
47 BND 0.51% 12,718 $936K $73.63 -$446K -6,106 -32.4%
48 IGIB 0.50% 17,478 $931K $53.29 -$273K -5,456 -23.8%
49 MELI 0.50% 350 $915K $2,613.63 $232K
50 IYW 0.49% 5,223 $905K $173.27 -$702K -6,219 -54.4%
51 IWF 0.45% 1,940 $824K $424.58 $123K
52 TBT 0.44% 23,396 $821K $35.08 -$20K -1,602 -6.4%
53 MGC 0.43% 3,545 $797K $224.92 -$264K -1,723 -32.7%
54 SCHB 0.43% 33,408 $796K $23.83 -$168K -11,372 -25.4%
55 FNDX 0.42% 31,520 $774K $24.54 +31,520 NEW
56 VOO 0.42% 1,361 $773K $567.85 $45K -56 -4.0%
57 JPST 0.42% 15,226 $772K $50.68 -$116K -2,306 -13.2%
58 STIP 0.41% 7,426 $764K $102.91 $499K +4,859 +189.3%
59 SPMO 0.40% 6,495 $730K $112.47 -$644K -8,358 -56.3%
60 SCHV 0.39% 26,347 $729K $27.67 -$188K -8,165 -23.7%
61 BRK-A 0.39% 1 $729K $728,800.00 -$70K
62 UCON 0.39% 28,574 $711K $24.89 -$458K -18,655 -39.5%
63 SHEL 0.38% 10,000 $704K $70.41 -$29K
64 IJH 0.38% 11,203 $695K $62.02 $10K -540 -4.6%
65 AXON 0.36% 812 $672K $827.94 $232K -25 -3.0%
66 VXF 0.35% 3,394 $654K $192.74 $69K
67 EEMV 0.34% 9,865 $620K $62.80 -$428K -8,099 -45.1%
68 IEFA 0.33% 7,367 $615K $83.48 $35K -297 -3.9%
69 NVS 0.33% 5,000 $605K $121.01 $48K
70 SCHA 0.32% 23,589 $597K $25.30 -$557K -25,669 -52.1%
71 PYLD 0.32% 22,211 $589K $26.54 $4K
72 AMGN 0.32% 2,084 $582K $279.21 -$333K -852 -29.0%
73 SPLG 0.31% 7,849 $571K $72.69 $1K -806 -9.3%
74 COST 0.31% 575 $570K $990.46 -$316K -361 -38.6%
75 SPMB 0.31% 25,732 $569K $22.10 -$53K -2,473 -8.8%
76 SCHC 0.30% 13,090 $557K $42.59 -$485K -15,951 -54.9%
77 JIRE 0.30% 7,751 $549K $70.77 $33K -341 -4.2%
78 JAVA 0.30% 8,331 $546K $65.50 -$352K -5,802 -41.0%
79 ABT 0.29% 4,000 $544K $136.01 $4K -72 -1.8%
80 ISTB 0.29% 11,066 $538K $48.65 $24K +423 +4.0%
81 SCHQ 0.29% 16,816 $536K $31.89 -$434K -12,810 -43.2%
82 THRO 0.27% 14,043 $500K $35.58 +14,043 NEW
83 VUG 0.26% 1,108 $486K $438.40 -$285K -970 -46.7%
84 BAI 0.24% 15,542 $448K $28.85 +15,542 NEW
85 PVAL 0.24% 10,931 $440K $40.23 $338K +8,260 +309.2%
86 META 0.23% 576 $425K $737.52 -$356K -780 -57.5%
87 SPOT 0.20% 491 $377K $767.34 $107K
88 UBER 0.20% 4,022 $375K $93.29 $82K
89 SCHO 0.20% 14,986 $365K $24.38 -$74K -3,050 -16.9%
90 EMXC 0.19% 5,661 $357K $63.14 $171K +2,279 +67.4%
91 NFLX 0.19% 259 $347K $1,339.13 $52K -57 -18.0%
92 INTC 0.18% 14,868 $333K $22.40 -$177K -7,573 -33.8%
93 UL 0.17% 5,000 $306K $61.17 -$614 -146 -2.8%
94 EEM 0.17% 6,338 $306K $48.24 $24K -101 -1.6%
95 CSCO 0.16% 4,391 $305K $69.37 $25K -139 -3.1%
96 SPIP 0.16% 11,115 $290K $26.06 -$128K -4,718 -29.8%
97 JMEE 0.15% 4,826 $286K $59.21 $66K +901 +23.0%
98 GOOG 0.15% 1,543 $274K $177.39 -$638K -4,290 -73.5%
99 ABBV 0.13% 1,324 $246K $185.62 -$38K -28 -2.1%
100 AVEM 0.13% 3,528 $242K $68.54 -$69K -1,632 -31.6%

New Positions

SymbolValue% Port
VCIT $3M 1.45%
BNDX $2M 0.99%
VFMO $1M 0.61%
FNDX $774K 0.42%
THRO $500K 0.27%
BAI $448K 0.24%
FBCG $52K 0.03%
SLVP $48K 0.03%

Sold Out Positions

SymbolValue% Port
NVT —%
FDX —%
LHX —%
BMY —%
AMT —%
ZTS —%
APD —%
ZBH —%
ICE —%
AVY —%
FDS —%
MATX —%
ETSY —%
ETB —%
BLK —%
View SEC EDGAR Filings for Northwest Capital Management Inc →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms