MWM

Midwest Wealth Management Portfolio holdings

AUM $165M
1-Year Est. Return 20.14%
This Quarter Est. Return
1 Year Est. Return
+20.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$109M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$3.56M
2
+$3.36M
3
+$3.09M
4
PYPL icon
PayPal
PYPL
+$2.81M
5
NKE icon
Nike
NKE
+$2.78M

Top Sells

No sells this quarter

Sector Composition

1 Technology 22.88%
2 Financials 18.48%
3 Healthcare 14.93%
4 Consumer Discretionary 13.65%
5 Industrials 6.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.43M 1.3%
+9,933
27
$1.4M 1.28%
+39,029
28
$1.4M 1.27%
+8,864
29
$1.36M 1.24%
+4,992
30
$1.35M 1.24%
+6,327
31
$1.3M 1.19%
+17,362
32
$1.3M 1.19%
+32,155
33
$1.29M 1.18%
+5,814
34
$1.28M 1.17%
+14,895
35
$1.28M 1.17%
+17,781
36
$1.24M 1.13%
+73,117
37
$1.22M 1.11%
+10,151
38
$1.17M 1.07%
+7,074
39
$1.16M 1.06%
+34,329
40
$1.16M 1.06%
+18,728
41
$1.15M 1.05%
+8,669
42
$1.14M 1.04%
+44,687
43
$1.13M 1.03%
+11,332
44
$1.12M 1.03%
+24,140
45
$1.11M 1.02%
+9,503
46
$1.1M 1.01%
+34,227
47
$1.1M 1.01%
+4,503
48
$1.08M 0.99%
+30,158
49
$991K 0.91%
+17,796
50
$952K 0.87%
+75,867
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