MAWAG
Mid-American Wealth Advisory Group Portfolio holdings
AUM
$210M
This Quarter Return
+4.88%
1 Year Return
+4.69%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$124M
AUM Growth
–
Cap. Flow
+$124M
Cap. Flow
% of AUM
99.96%
Top 10 Holdings %
Top 10 Hldgs %
47.95%
Holding
74
New
73
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Schwab US Large- Cap ETF
SCHX
|
$9.21M |
| 2 |
Schwab Short-Term US Treasury ETF
SCHO
|
$9.09M |
| 3 |
Vanguard High Dividend Yield ETF
VYM
|
$7.4M |
| 4 |
Schwab US Large-Cap Growth ETF
SCHG
|
$6.53M |
| 5 |
Vanguard Dividend Appreciation ETF
VIG
|
$5.88M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 9.97% |
| 2 | Healthcare | 3.76% |
| 3 | Consumer Staples | 3.44% |
| 4 | Technology | 2.62% |
| 5 | Communication Services | 1.83% |
