MWA

Midland Wealth Advisors Portfolio holdings

AUM $1.81B
1-Year Est. Return 10.17%
This Quarter Est. Return
1 Year Est. Return
+10.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.46B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$201M
2
+$180M
3
+$151M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$132M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$100M

Top Sells

No sells this quarter

Sector Composition

1 Technology 2.86%
2 Financials 1.63%
3 Healthcare 1.48%
4 Consumer Staples 1.39%
5 Consumer Discretionary 1.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.57M 0.11%
+57,086
52
$1.56M 0.11%
+7,430
53
$1.53M 0.1%
+4,356
54
$1.52M 0.1%
+10,344
55
$1.52M 0.1%
+2,896
56
$1.52M 0.1%
+9,771
57
$1.51M 0.1%
+52,289
58
$1.46M 0.1%
+10,345
59
$1.44M 0.1%
+6,189
60
$1.38M 0.09%
+13,992
61
$1.38M 0.09%
+5,269
62
$1.37M 0.09%
+3,883
63
$1.36M 0.09%
+8,314
64
$1.32M 0.09%
+10,576
65
$1.31M 0.09%
+16,653
66
$1.3M 0.09%
+7,412
67
$1.3M 0.09%
+4,993
68
$1.25M 0.09%
+15,932
69
$1.24M 0.09%
+36,960
70
$1.24M 0.09%
+8,432
71
$1.24M 0.09%
+22,129
72
$1.23M 0.08%
+16,385
73
$1.22M 0.08%
+16,845
74
$1.21M 0.08%
+14,107
75
$1.19M 0.08%
+14,191
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3
4 5