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
$145M
AUM Growth
+$5.28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$1.52M
2
+$1.49M
3
+$991K
4
COP icon
ConocoPhillips
COP
+$794K
5
OLN icon
Olin
OLN
+$717K

Top Sells

1
+$1.63M
2
+$878K
3
+$861K
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$491K
5
EXAS icon
Exact Sciences
EXAS
+$442K

Sector Composition

1 Technology 21.88%
2 Financials 20.28%
3 Healthcare 13.86%
4 Consumer Discretionary 12.18%
5 Industrials 6.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.95M 1.34%
17,641
+382
27
$1.92M 1.32%
53,945
+13,900
28
$1.76M 1.21%
10,912
+471
29
$1.75M 1.21%
11,741
+373
30
$1.75M 1.2%
85,623
+3,756
31
$1.75M 1.2%
8,227
+351
32
$1.73M 1.19%
7,878
+335
33
$1.71M 1.17%
83,910
+1,059
34
$1.67M 1.15%
75,843
+4,605
35
$1.65M 1.14%
5,907
+291
36
$1.64M 1.13%
28,338
+7,025
37
$1.64M 1.13%
8,445
+318
38
$1.63M 1.12%
39,621
-178
39
$1.61M 1.11%
11,322
+315
40
$1.6M 1.1%
36,974
+1,395
41
$1.56M 1.07%
12,412
+338
42
$1.55M 1.07%
32,292
+1,865
43
$1.52M 1.05%
+19,385
44
$1.52M 1.04%
32,103
-18,210
45
$1.51M 1.04%
12,014
+874
46
$1.5M 1.03%
96,698
+24,474
47
$1.49M 1.03%
+19,297
48
$1.48M 1.02%
35,473
+625
49
$1.47M 1.01%
5,584
+366
50
$1.46M 1%
56,294
+16,047
1
2
3 4 5