MWM
Midwest Wealth Management Portfolio holdings
AUM
$165M
1-Year Est. Return
20.14%
1 Year Est. Return
+20.14%
AUM
$165M
AUM Growth
+$4.88M
(+3.1%)
Holding
104
Top Buys
| 1 | +$3.17M | |
| 2 | +$2.8M | |
| 3 | +$415K | |
| 4 |
Westlake Corp
WLK
|
+$373K |
| 5 |
WSR
Whitestone REIT
WSR
|
+$365K |
Top Sells
| 1 | +$209K | |
| 2 | +$201K | |
| 3 | +$52.5K | |
| 4 |
Exact Sciences
EXAS
|
+$38.9K |
| 5 |
State Street SPDR Portfolio TIPS ETF
SPIP
|
+$16.6K |
Sector Composition
| 1 | Technology | 20.01% |
| 2 | Financials | 18.06% |
| 3 | Healthcare | 14.39% |
| 4 | Energy | 11.81% |
| 5 | Consumer Discretionary | 9.31% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
GXO Logistics
GXO
$6.34B
| $1.7M | 1.03% |
23,859
+1,184
|
|
||
52
Electronic Arts
EA
$49.8B
| $1.68M | 1.02% |
13,287
+1,078
|
|
||
53
Elanco Animal Health
ELAN
$11.4B
| $1.64M | 0.99% |
62,706
+5,951
|
|
||
54
Sempra
SRE
$60.4B
| $1.63M | 0.99% |
19,396
+1,002
|
|
||
55
Micron Technology
MU
$263B
| $1.61M | 0.98% |
20,644
+640
|
|
||
56
VICI Properties
VICI
$32.2B
| $1.6M | 0.97% |
56,140
+2,294
|
|
||
57
Medtronic
MDT
$116B
| $1.6M | 0.97% |
14,393
+1,060
|
|
||
58
Evergy
EVRG
$17.8B
| $1.59M | 0.97% |
23,299
+1,061
|
|
||
59
Bristol-Myers Squibb
BMY
$93.7B
| $1.57M | 0.95% |
21,450
+2,247
|
|
||
60
Olin
OLN
$2.29B
| $1.55M | 0.94% |
29,670
+1,767
|
|
||
61
DTE Energy
DTE
$27.8B
| $1.54M | 0.94% |
11,683
+707
|
|
||
62
Manulife Financial
MFC
$55.8B
| $1.52M | 0.92% |
71,263
+2,813
|
|
||
63
AtriCure
ATRC
$1.69B
| $1.51M | 0.92% |
23,028
+919
|
|
||
|
LADR
64
Ladder Capital
LADR
$1.35B
| $1.47M | 0.89% |
124,063
+7,528
|
|
||
65
Weyerhaeuser
WY
$16.2B
| $1.46M | 0.89% |
38,587
+1,549
|
|
||
66
Hilton Worldwide
HLT
$60.2B
| $1.46M | 0.88% |
9,598
+404
|
|
||
67
PayPal
PYPL
$63.9B
| $1.44M | 0.87% |
12,423
+221
|
|
||
68
First American
FAF
$6.33B
| $1.39M | 0.84% |
21,393
+1,171
|
|
||
69
Rithm Capital
RITM
$6.13B
| $1.32M | 0.8% |
120,002
+8,916
|
|
||
70
MGIC Investment
MTG
$6.19B
| $1.3M | 0.79% |
95,670
+2,593
|
|
||
71
Healthcare Realty
HR
$6.27B
| $1.27M | 0.77% |
40,658
+2,814
|
|
||
|
CHCT
72
Community Healthcare Trust
CHCT
$416M
| $1.2M | 0.73% |
28,311
+113
|
|
||
73
Citigroup
C
$182B
| $1.19M | 0.72% |
22,294
+1,605
|
|
||
74
D.R. Horton
DHI
$42.7B
| $1.11M | 0.67% |
14,924
+976
|
|
||
75
OrthoPediatrics
KIDS
$412M
| $1.05M | 0.64% |
19,461
|
|