MAWAG
Mid-American Wealth Advisory Group Portfolio holdings
AUM
$237M
1-Year Est. Return
4.51%
This Fund
S&P 500
1 Year Est. Return
+4.51%
AUM
$170M
AUM Growth
+$10.8M
(+6.8%)
Holding
56
Top Buys
| 1 | +$27M | |
| 2 | +$8.77M | |
| 3 | +$7.58M | |
| 4 |
Simplify Short Term Treasury Futures Strategy ETF
TUA
|
+$5.96M |
| 5 |
PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund
ZROZ
|
+$5.05M |
Top Sells
| 1 | +$30M | |
| 2 | +$9.71M | |
| 3 | +$5.4M | |
| 4 |
IBDP
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
|
+$5.32M |
| 5 |
First Trust Preferred Securities and Income ETF
FPE
|
+$4.32M |
Sector Composition
| 1 | Technology | 4.54% |
| 2 | Consumer Staples | 2.56% |
| 3 | Healthcare | 2.32% |
| 4 | Communication Services | 2.22% |
| 5 | Consumer Discretionary | 0.45% |