We are live on
!
Find out more
MAWAG
Mid-American Wealth Advisory Group Portfolio holdings
AUM
$237M
1-Year Est. Return
2.06%
This Fund
S&P 500
1 Year Est. Return
+2.06%
AUM
$237M
AUM Growth
+$12.8M
(+5.7%)
Holding
59
Top Buys
| 1 | +$20.8M | |
| 2 | +$8.36M | |
| 3 | +$6.58M | |
| 4 |
iShares iBonds 2027 Term High Yield and Income ETF
IBHG
|
+$4.67M |
| 5 |
iShares iBonds 2028 Term High Yield and Income ETF
IBHH
|
+$3.72M |
Top Sells
| 1 | +$20.9M | |
| 2 | +$14.7M | |
| 3 | +$8.64M | |
| 4 |
XV
Simplify Target 15 Distribution ETF
XV
|
+$415K |
| 5 |
Invesco NASDAQ 100 ETF
QQQM
|
+$415K |
Sector Composition
| 1 | Technology | 2.55% |
| 2 | Communication Services | 1.94% |
| 3 | Healthcare | 1.84% |
| 4 | Consumer Staples | 1.5% |
| 5 | Consumer Discretionary | 1.32% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Alphabet (Google) Class C
GOOG
$4.35T
| $302K | 0.13% |
+961
|
|
||
52
Simplify Bitcoin Strategy PLUS Income ETF
MAXI
$25.3M
| $253K | 0.11% |
17,693
+4,341
|
|
||
53
AllianzIM U.S. Equity Buffer20 Dec ETF
DECW
$233M
| $242K | 0.1% |
7,131
-3,790
|
|
||
54
Schwab US Large-Cap Growth ETF
SCHG
$58.2B
| $233K | 0.1% |
+7,152
|
|
||
55
Fidelity Investment Grade Securitized ETF
FSEC
$4.47B
| $223K | 0.09% |
+5,055
|
|
||
|
IBHE
56
DELISTED
iShares iBonds 2025 Term High Yield and Income ETF
IBHE
| – | – |
-632,436
|
|
||
57
AllianzIM U.S. Equity Buffer20 Nov ETF
NVBW
$98.1M
| – | – |
-259,465
|
|
||
58
AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF
SIXJ
$310M
| – | – |
-626,874
|
|
||
|
XV
59
Simplify Target 15 Distribution ETF
XV
$60.4M
| – | – |
-15,612
|
|