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Stock Style
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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
23
1
1
1
2
0
8
1
1
NORTHWEST WEALTH MANAGEMENT LLC

Time Period2019-06-30

Total Holdings115

Total Value ($x1000)123,955
Activities
New0

Increased37

Unchanged36

Decreased42

Sold Out429

Top 10 Stock Holdingstotal 36.49%
VBR5.92

VTI5.52

VEA4.82

USB4.42

BSV2.97

 
TIP2.93

VTV2.75

VSS2.52

OXY2.37

AOA2.27

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
VBR
5.92%
SM CP VAL ETF
VTI
5.52%
TOTAL STK MKT
VEA
4.82%
FTSE DEV MKT ETF
USB
4.42%
COM NEW
BSV
2.97%
SHORT TRM BOND
TIP
2.93%
TIPS BD ETF
VTV
2.75%
VALUE ETF
VSS
2.52%
FTSE SMCAP ETF
OXY
2.37%
COM
AOA
2.27%
AGGRES ALLOC ETF
IVV
2.18%
CORE S&P500 ETF
VWO
2.01%
FTSE EMR MKT ETF
AAPL
1.92%
COM
FMB
1.8%
MANAGD MUN ETF
IPE
1.73%
BARCLYS TIPS ETF
SUB
1.71%
SHT NTLAMTFR ETF
AOR
1.56%
GRWT ALLOCAT ETF
BRK.B
1.55%
CL B NEW
EFV
1.46%
EAFE VALUE ETF
VGIT
1.43%
INT-TERM GOV
VOE
1.32%
MCAP VL IDXVIP
MUB
1.24%
NAT AMT FREE BD
VEU
1.2%
ALLWRLD EX US
LMBS
1.16%
FST LOW MTG ETF
ENFR
1.16%
ALERIAN ENERGY
USFR
1.09%
BLMBRG FL TRFD
BRK.A
1.03%
CL A
FTCS
1.01%
CAP STRENGTH ETF
ETN
1%
SHS
FVD
0.98%
SHS
SHM
0.98%
NUVN BR SHT MUNI
FXH
0.97%
HLTH CARE ALPH
KMI
0.93%
COM
STIP
0.87%
0-5 YR TIPS ETF
AMZN
0.85%
COM
EMLP
0.85%
NO AMER ENERGY
SLYV
0.83%
S&P 600 SMCP VAL
FDL
0.83%
SHS
MCD
0.82%
COM
VOT
0.81%
MCAP GR IDXVIP
AMLP
0.77%
ALERIAN MLP
VNQ
0.76%
REIT ETF
VB
0.74%
SMALL CP ETF
THRK
0.73%
RUSSELL 3000 ETF
JPM
0.72%
COM
FYX
0.71%
COM SHS
UNP
0.69%
COM
ICF
0.66%
COHEN&STEER REIT
FTLS
0.61%
LNG/SHT EQUITY
VIG
0.6%
DIV APP ETF
FPE
0.58%
PFD SECS INC ETF
SST
0.55%
SHRT TRSRY ETF
FTSL
0.52%
SENIOR LN FD
ONEK
0.52%
RUSSELL 1000 ETF
AOM
0.49%
MODERT ALLOC ETF
FDIV
0.49%
FT STRG INCM ETF
VUG
0.48%
GROWTH ETF
BIV
0.46%
INTERMED TERM
NFLX
0.44%
COM
PFE
0.43%
COM
SCZ
0.43%
EAFE SML CP ETF
MSFT
0.43%
COM
DE
0.42%
COM
PII
0.41%
COM
IEFA
0.4%
CORE MSCI EAFE
SHY
0.4%
1-3 YR TR BD ETF
IWN
0.37%
RUS 2000 VAL ETF
ACWI
0.35%
MSCI ACWI ETF
BA
0.34%
COM
QTEC
0.34%
SHS
AOK
0.33%
CONSER ALLOC ETF
T
0.33%
COM
GMM
0.33%
EMERG MKTS ETF
DIS
0.32%
COM DISNEY
WFC
0.32%
COM
FNX
0.32%
COM SHS
O
0.32%
COM
TDIV
0.31%
NASD TECH DIV
XOM
0.31%
COM
ITM
0.31%
AMT FREE INT ETF
PEP
0.3%
COM
FTSM
0.3%
FIRST TR ENH NEW
PFF
0.29%
U.S. PFD STK ETF
CVX
0.29%
COM
IJR
0.28%
CORE S&P SCP ETF
MO
0.27%
COM
RODM
0.27%
DEV MK X US ST
FYT
0.26%
SML CAP VAL AL
IWB
0.25%
RUS 1000 ETF
CASY
0.24%
COM
CAT
0.23%
COM
PG
0.22%
COM
FTA
0.22%
COM SHS
IWP
0.2%
RUS MD CP GR ETF
FRI
0.2%
COM
IWS
0.2%
RUS MDCP VAL ETF
IBM
0.2%
COM
ABT
0.2%
COM
WPC
0.2%
COM
WMT
0.2%
COM
VZ
0.19%
COM
AGG
0.18%
CORE TOTUSBD ETF
CTAS
0.18%
COM
PM
0.18%
COM
TSN
0.18%
CL A
NSC
0.18%
COM
JNJ
0.18%
COM
FIW
0.17%
COM
IWC
0.17%
MICRO-CAP ETF
FMK
0.17%
MEGA CAP ALPHA
EPD
0.16%
COM
FV
0.16%
DORSEY WRT 5 ETF
GDX
0.16%
GOLD MINERS ETF
PSLV
0.06%
TR UNIT
KMPH
0.02%
COM
BLK
0.17%
COM
GOOGL
0.17%
CAP STK CL A
FBT
0.16%
NY ARCA BIOTECH
MPC
0.16%
COM
WFC/PL
0.15%
PERP PFD CNV A
NKE
0.13%
CL B
BUD
0.13%
SPONSORED ADR
GS
0.13%
COM
FB
0.13%
CL A
FXL
0.12%
TECH ALPHADEX
HTA
0.12%
CL A NEW
LULU
0.12%
COM
VXUS
0.12%
VG TL INTL STK F
ROGS
0.12%
GLB SM CP STRA
ETE
0.11%
COM UT LTD PTN
UBNT
0.11%
COM
GWL
0.11%
S&P WRLD EX US
CLR
0.11%
COM
UTX
0.11%
COM
HD
0.1%
COM
LUV
0.1%
COM
DWDP
0.1%
COM
KO
0.1%
COM
CSCO
0.09%
COM
PH
0.09%
COM
GPC
0.09%
COM
LNT
0.09%
COM
IWV
0.09%
RUSSELL 3000 ETF
ONEY
0.09%
RUSSELL YIELD
LLY
0.09%
COM
GOOG
0.09%
CAP STK CL C
UNH
0.09%
COM
MPLX
0.09%
COM UNIT REP LTD
VLO
0.09%
COM
NWL
0.09%
COM
VBK
0.09%
SML CP GRW ETF
NYMTO
0.08%
PFD-C CONV
CZA
0.08%
ZACKS MID CAP
V
0.08%
COM CL A
NLNK
0.08%
COM
SPYD
0.08%
SP500 HIGH DIV
VOO
0.08%
SHS
DVY
0.08%
SELECT DIVID ETF
HEI
0.08%
COM
MMM
0.08%
COM
MRK
0.08%
COM
PJP
0.08%
DYNMC PHRMCTLS
CLX
0.08%
COM
WBA
0.08%
COM
INTC
0.07%
COM
BAC
0.07%
COM
ORCL
0.07%
COM
RDVY
0.07%
FIRST TR NASDAQ
GWX
0.07%
S&P INTL SMLCP
SPYV
0.07%
S&P 500 VALUE
MMP
0.07%
COM UNIT RP LP
DBEF
0.07%
XTRAK MSCI EAFE
CF
0.07%
COM
EWX
0.07%
S&P EMKTSC ETF
PFG
0.06%
COM
HCN
0.06%
COM
EVRG
0.06%
COM
SCI
0.06%
COM
FTC
0.06%
COM SHS
VGT
0.06%
INF TECH ETF
SO
0.06%
COM
D
0.06%
COM
TGT
0.06%
COM
GIS
0.06%
COM
FTY
0.06%
REAL EST 50 ETF
ENB
0.06%
COM
APA
0.05%
COM
IJS
0.05%
SP SMCP600VL ETF
HNI
0.05%
COM
DTE
0.05%
COM
MDIV
0.05%
MULTI ASSET DI
CHD
0.05%
COM
LNG
0.05%
COM NEW
DBC
0.05%
UNIT
FDTS
0.05%
EX US SML CP
F
0.05%
COM PAR $0.01
NI
0.05%
COM
FGD
0.05%
DJ GLBL DIVID
ABBV
0.05%
COM
DEM
0.05%
EMERG MKTS ETF
DWM
0.05%
DEFA FD
EPR
0.05%
COM SH BEN INT
GE
0.05%
COM
IP
0.05%
COM
SRE
0.05%
COM
VO
0.05%
MID CAP ETF
SKYY
0.05%
ISE CLOUD COMP
SDY
0.05%
S&P DIVID ETF
XEL
0.04%
COM
CMCSA
0.04%
CL A
REET
0.04%
GLOBAL REIT ETF
GT
0.04%
COM
AEP
0.04%
COM
KHC
0.04%
COM
GCC
0.04%
SHS BEN INT
CVI
0.04%
COM
IOO
0.04%
GLOBAL 100 ETF
TM
0.04%
SP ADR REP2COM
AMT
0.04%
COM
AEE
0.04%
COM
CRC
0.04%
COM NEW
IWF
0.04%
RUS 1000 GRW ETF
COP
0.04%
COM
ROAM
0.03%
EM STRATEGIES
CPRT
0.03%
COM
UPS
0.03%
CL B
FDN
0.03%
DJ INTERNT IDX
UN
0.03%
N Y SHS NEW
IEI
0.03%
3-7 YR TR BD ETF
HSY
0.03%
COM
MDLZ
0.03%
CL A
ATLO
0.03%
COM
GM
0.03%
COM
FSIC
0.03%
COM
PRU
0.03%
COM
ADM
0.03%
COM
CPT
0.03%
SH BEN INT
GPRE
0.03%
COM
USMV
0.03%
USA MIN VOL ETF
KMB
0.03%
COM
XLF
0.03%
SBI INT-FINL
IYG
0.03%
U.S. FIN SVC ETF
RDS/A
0.03%
SPONS ADR A
GDXJ
0.03%
JR GOLD MINERS E
IWD
0.03%
RUS 1000 VAL ETF
ABC
0.03%
COM
GLW
0.03%
COM
NOW
0.03%
COM
CNI
0.03%
COM
MDU
0.03%
COM
FXR
0.03%
INDLS PROD DUR
QRVO
0.03%
COM
BMY
0.03%
COM
TR
0.02%
COM
VGSH
0.02%
SHTRM GVT BD ETF
SYK
0.02%
COM
JEC
0.02%
COM
MFC
0.02%
COM
FDX
0.02%
COM
VFH
0.02%
FINANCIALS ETF
RAVN
0.02%
COM
LVS
0.02%
COM
IJK
0.02%
S&P MC 400GR ETF
EQNR
0.02%
SPONSORED ADR
CTRP
0.02%
AMERICAN DEP SHS
NEE
0.02%
COM
FEX
0.02%
COM SHS
AWK
0.02%
COM
SIVR
0.02%
PHYSCL SILVR SHS
CIO
0.02%
COM
FDD
0.02%
COMMON SHS
WM
0.02%
COM
IWM
0.02%
RUSSELL 2000 ETF
GILD
0.02%
COM
DAL
0.02%
COM NEW
WTBA
0.02%
CAP STK
BIIB
0.02%
COM
BTI
0.02%
SPONSORED ADR
SU
0.02%
COM
PSX
0.02%
COM
C
0.02%
COM NEW
CSX
0.02%
COM
NVDA
0.02%
COM
DBEM
0.02%
XTRAK MSCI EMKT
CHRS
0.02%
COM
WTR
0.02%
COM
CERN
0.02%
COM
AMTD
0.02%
COM
EWU
0.02%
MSCI UK ETF NEW
CL
0.02%
COM
DHR
0.02%
COM
FYC
0.02%
SML CP GRW ALP
AIRR
0.02%
RBA INDL ETF
NUE
0.01%
COM
BBL
0.01%
SPONSORED ADR
SCPB
0.01%
BARC SHT TR CP
PRI
0.01%
COM
USHY
0.01%
BROAD USD HIGH
FTS
0.01%
COM
CRS
0.01%
COM
LOW
0.01%
COM
FISV
0.01%
COM
NEM
0.01%
COM
IFV
0.01%
DORSEY WRIGHT
GWB
0.01%
COM
LGCY
0.01%
COM
GLD
0.01%
GOLD SHS
TDC
0.01%
COM
MTUM
0.01%
MSCI USAMOMFCT
ITW
0.01%
COM
VMI
0.01%
COM
VDC
0.01%
CONSUM STP ETF
SBUX
0.01%
COM
GSK
0.01%
SPONSORED ADR
BAB
0.01%
TAXABLE MUN BD
CTL
0.01%
COM
KSS
0.01%
COM
HPI
0.01%
SH BEN INT
TWOK
0.01%
SPDR RUSSEL 2000
AGNC
0.01%
COM
MD
0.01%
COM
CLB
0.01%
COM
PNC
0.01%
COM
PBA
0.01%
COM
BND
0.01%
TOTAL BND MRKT
FXN
0.01%
ENERGY ALPHADX
IYH
0.01%
US HLTHCARE ETF
FEYE
0.01%
COM
DDLS
0.01%
DYNAMIC INT EQ
SWIR
0.01%
COM
TIER
0.01%
COM NEW
MDP
0.01%
COM
HL
0.01%
COM
WGO
0.01%
COM
FRTA
0.01%
COM
DDD
0.01%
COM NEW
CPB
0.01%
COM
GRMN
0.01%
SHS
IR
0.01%
SHS
FEM
0.01%
EMERG MKT ALPH
CMCO
0.01%
COM
BAC/PL
0.01%
7.25%CNV PFD L
QCOM
0.01%
COM
TWTR
0.01%
COM
YLD
0.01%
PRIN EDGE ACTV
PFN
0.01%
COM
BABA
0.01%
SPONSORED ADS
UAA
0.01%
CL A
FEMS
0.01%
EM SML CP ALPH
VSTM
0.01%
COM
DELL
0.01%
CL C
UA/C
0.01%
CL C
KSU
0.01%
COM NEW
SDOG
0.01%
SECTR DIV DOGS
BAX
0.01%
COM
ETFC
0.01%
COM NEW
BP
0.01%
SPONSORED ADR
EMB
0.01%
JP MOR EM MK ETF
FFNW
0.01%
COM
EFR
0.01%
COM
QABA
0.01%
UT COM SHS ETF
XLV
0.01%
SBI HEALTHCARE
FTXO
0.01%
NASDAQ BK ETF
IPHS
0.01%
COM
DFS
0.01%
COM
EMR
0.01%
COM
FE
0.01%
COM
SYLD
0.01%
SHSHLD YIELD ETF
FTV
0.01%
COM
IJH
0.01%
CORE S&P MCP ETF
HRL
0.01%
COM
SIRI
0.01%
COM
RLI
0.01%
COM
IWO
0.01%
RUS 2000 GRW ETF
FXO
0.01%
FINLS ALPHADEX
FDT
0.01%
DEV MRK EX US
PANW
0.01%
COM
VV
0.01%
LARGE CAP ETF
HZO
0.01%
COM
TAP
0.01%
CL B
IAU
0.01%
ISHARES
IRM
0.01%
COM
HFC
< 0.01%
COM
DTN
< 0.01%
DIV EX-FINL FD
ROP
< 0.01%
COM
COF
< 0.01%
COM
RY
< 0.01%
COM
NTR
< 0.01%
COM
VHT
< 0.01%
HEALTH CAR ETF
CAH
< 0.01%
COM
CMI
< 0.01%
COM
MET
< 0.01%
COM
GD
< 0.01%
COM
TRI
< 0.01%
COM NEW
CLF
< 0.01%
COM
IEF
< 0.01%
7-10 Y TR BD ETF
NHI
< 0.01%
COM
PHYS
< 0.01%
UNIT
AKAM
< 0.01%
COM
CBRL
< 0.01%
COM
WY
< 0.01%
COM
WERN
< 0.01%
COM
RWX
< 0.01%
DJ INTL RL ETF
WEN
< 0.01%
COM
FITB
< 0.01%
COM
SCHD
< 0.01%
US DIVIDEND EQ
MPW
< 0.01%
COM
DUK
< 0.01%
COM NEW
ED
< 0.01%
COM
FBHS
< 0.01%
COM
GSG
< 0.01%
UNIT BEN INT
PCY
< 0.01%
EMRNG MKT SVRG
CGW
< 0.01%
S&P GBL WATER
MYOK
< 0.01%
COM
PDBC
< 0.01%
OPTIMUM YIELD
GH
< 0.01%
COM
URA
< 0.01%
GLOBAL X URANIUM
AAXJ
< 0.01%
MSCI AC ASIA ETF
EMN
< 0.01%
COM
TPR
< 0.01%
COM
HAL
< 0.01%
COM
HRS
< 0.01%
COM
SLRC
< 0.01%
COM
CTXS
< 0.01%
COM
SGEN
< 0.01%
COM
SPOK
< 0.01%
COM
LARE
< 0.01%
TIERRA XP LATIN
MA
< 0.01%
CL A
ACWV
< 0.01%
CNTRY MIN VL ETF
RWO
< 0.01%
DJ GLB RL ES ETF
STX
< 0.01%
SHS
PAYX
< 0.01%
COM
FTXN
< 0.01%
NASDQ OIL GAS
CAG
< 0.01%
COM
PLW
< 0.01%
1 30 LADER TRE
BDX
< 0.01%
COM
SPY
< 0.01%
TR UNIT
CRON
< 0.01%
COM
STZ
< 0.01%
CL A
FNY
< 0.01%
MID CP GR ALPH
BPY
< 0.01%
UNIT LTD PARTN
DIA
< 0.01%
UT SER 1
CXW
< 0.01%
COM
TOT
< 0.01%
SPONSORED ADR
PRFZ
< 0.01%
FTSE RAFI 1500
GGN
< 0.01%
COM SH BEN INT
CGC
< 0.01%
COM
LW
< 0.01%
COM
TECK
< 0.01%
CL B
SYY
< 0.01%
COM
ANDX
< 0.01%
UNIT LP INT
SNAP
< 0.01%
CL A
GG
< 0.01%
COM
FLEX
< 0.01%
ORD
CGNX
< 0.01%
COM
AZZ
< 0.01%
COM
(NOTE)
< 0.01%
PRN
AGN
< 0.01%
SHS
CIBR
< 0.01%
FD NASDAQ CEA CYB
LITE
< 0.01%
COM
ALLE
< 0.01%
ORD SHS
CNQ
< 0.01%
COM
SLB
< 0.01%
COM
VIAV
< 0.01%
COM
AMD
< 0.01%
COM
FNK
< 0.01%
MID CAP VAL FD
VDE
< 0.01%
ENERGY ETF
X
< 0.01%
COM
CARA
< 0.01%
COM
DJP
< 0.01%
DJUBS CMDT ETN36
VOD
< 0.01%
SPNSR ADR NO PAR
CVS
< 0.01%
COM
TWO
< 0.01%
COM NEW
HPE
< 0.01%
COM
CSSE
< 0.01%
CL A
CDE
< 0.01%
COM NEW
WAB
< 0.01%
COM
APHA
< 0.01%
COM
CREE
< 0.01%
COM
XLK
< 0.01%
TECHNOLOGY
JBHT
< 0.01%
COM
AYR
< 0.01%
COM
FGP
< 0.01%
UNIT LTD PART
AG
< 0.01%
COM
DISH
< 0.01%
CL A
JCI
< 0.01%
SHS
RNN
< 0.01%
COM NEW
AES
< 0.01%
COM
SLV
< 0.01%
ISHARES
YNDX
< 0.01%
SHS CLASS A
TEVA
< 0.01%
ADR
XLRE
< 0.01%
RL EST SEL SEC
TSM
< 0.01%
SPONSORED ADR
AMGN
< 0.01%
COM
WRK
< 0.01%
COM
SJM
< 0.01%
COM NEW
LKQ
< 0.01%
COM
SBGL
< 0.01%
SPONSORED ADR
AIG
< 0.01%
COM NEW
ZYNE
< 0.01%
COM
AUY
< 0.01%
COM
AT
< 0.01%
COM NEW
IAT
< 0.01%
US REGNL BKS ETF
MFGP
< 0.01%
SPON ADR NEW
RBS
< 0.01%
SPONS ADR 20 ORD
STM
< 0.01%
NY REGISTRY
GPMT
< 0.01%
COM
GPL
< 0.01%
COM
PYPL
< 0.01%
COM
PLM
< 0.01%
COM
MDR
< 0.01%
COM
NXRT
< 0.01%
COM
USO
< 0.01%
UNITS
REGI
< 0.01%
COM NEW
CX
< 0.01%
SPON ADR NEW
PBJ
< 0.01%
DYNMC FOOD BEV
HYLD
< 0.01%
PERITUS HIGH YLD
ERF
< 0.01%
COM
NGVT
< 0.01%
COM
GPRO
< 0.01%
CL A
MANU
< 0.01%
ORD CL A
RCON
< 0.01%
SHS
TOO
< 0.01%
PARTNERSHIP UN
CHK
< 0.01%
COM
GME
< 0.01%
CL A
PJC
< 0.01%
COM
FTR
< 0.01%
COM NEW
ZN
< 0.01%
COM
NHF
< 0.01%
COM NEW
BHF
< 0.01%
COM
VRTV
< 0.01%
COM
AVNS
< 0.01%
COM
CYTR
< 0.01%
COM PAR
LE
< 0.01%
COM
ACCO
< 0.01%
COM
NRG
< 0.01%
COM NEW
AIG/WS
< 0.01%
*W EXP 01/19/202
EBAY
< 0.01%
COM
AAL
< 0.01%
COM
EGO
< 0.01%
COM
OPI
< 0.01%
COM SHS BEN INT
WPX
< 0.01%
COM
ABEO
< 0.01%
COM
LOGM
< 0.01%
COM