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
51
$927K 0.85%
+42,110
52
$924K 0.84%
+19,617
53
$909K 0.83%
+4,303
54
$906K 0.83%
+16,321
55
$868K 0.79%
+19,914
56
$862K 0.79%
+8,344
57
$852K 0.78%
+16,507
58
$836K 0.76%
+46,886
59
$833K 0.76%
+41,186
60
$823K 0.75%
+19,961
61
$817K 0.75%
+13,714
62
$810K 0.74%
+24,159
63
$791K 0.72%
+47,754
64
$774K 0.71%
+11,237
65
$749K 0.68%
+12,073
66
$740K 0.68%
+6,651
67
$715K 0.65%
+71,927
68
$711K 0.65%
+23,217
69
$655K 0.6%
+3,789
70
$649K 0.59%
+66,407
71
$643K 0.59%
+10,092
72
$638K 0.58%
+23,161
73
$597K 0.55%
+47,305
74
$510K 0.47%
+5,568
75
$510K 0.47%
+16,622
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