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
176
$232K 0.02%
+9,773
177
$231K 0.02%
+888
178
$224K 0.02%
+2,377
179
$222K 0.02%
+2,604
180
$218K 0.01%
+42,870
181
$216K 0.01%
+1,988
182
$215K 0.01%
+2,091
183
$213K 0.01%
+1,000
184
$213K 0.01%
+2,286
185
$212K 0.01%
+4,435
186
$208K 0.01%
+1,155
187
$206K 0.01%
+8,272
188
$204K 0.01%
+10,000
189
$203K 0.01%
+965
190
$200K 0.01%
+1,793
4 5 6 7
8