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MAWAG

Mid-American Wealth Advisory Group Portfolio holdings

AUM $237M
1-Year Est. Return 2.06%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+2.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$224M
AUM Growth
+$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
351
New
Increased
Reduced
Closed

Top Buys

1
+$20.4M
2
+$8.69M
3
+$4.13M
4
QBER
TrueShares Quarterly Bear Hedge ETF
QBER
+$3.43M
5
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$3.17M

Top Sells

1
+$7.07M
2
+$6.94M
3
+$5.41M
4
JULZ icon
TrueShares Structured Outcome July ETF
JULZ
+$3.98M
5
TYA icon
Simplify Intermediate Term Treasury Futures Strategy ETF
TYA
+$3.68M

Sector Composition

1 Technology 2.38%
2 Communication Services 1.8%
3 Consumer Staples 1.68%
4 Healthcare 1.52%
5 Consumer Discretionary 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
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