MWA
Midland Wealth Advisors Portfolio holdings
AUM
$1.92B
1-Year Est. Return
13.66%
This Fund
S&P 500
1 Year Est. Return
+13.66%
AUM
$1.92B
AUM Growth
+$52.5M
(+2.8%)
Holding
176
Top Buys
| 1 | +$22.5M | |
| 2 | +$16.4M | |
| 3 | +$10.5M | |
| 4 |
State Street SPDR S&P Kensho New Economies Composite ETF
KOMP
|
+$8.71M |
| 5 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$7.51M |
Top Sells
| 1 | +$11.1M | |
| 2 | +$6.13M | |
| 3 | +$4.49M | |
| 4 |
iShares S&P Mid-Cap 400 Growth ETF
IJK
|
+$4.05M |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
+$4.01M |
Sector Composition
| 1 | Technology | 2.31% |
| 2 | Materials | 1.31% |
| 3 | Financials | 0.82% |
| 4 | Industrials | 0.77% |
| 5 | Healthcare | 0.74% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
Vanguard FTSE Emerging Markets ETF
VWO
$111B
| – | – |
-4,092
|
|