MWA
Midland Wealth Advisors Portfolio holdings
AUM
$1.81B
This Quarter Return
+8.5%
1 Year Return
+10.17%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$1.46B
AUM Growth
–
Cap. Flow
+$1.46B
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
78.65%
Holding
190
New
190
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
$201M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$180M |
| 3 |
iShares MBS ETF
MBB
|
$151M |
| 4 |
iShares Core MSCI EAFE ETF
IEFA
|
$132M |
| 5 |
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% |
