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
51
$1.44M 0.99%
7,354
+1,780
52
$1.41M 0.97%
20,244
+578
53
$1.39M 0.96%
49,019
+1,398
54
$1.38M 0.95%
19,683
-2,240
55
$1.37M 0.94%
4,782
+175
56
$1.36M 0.94%
19,145
+566
57
$1.32M 0.91%
88,409
+3,448
58
$1.29M 0.89%
59,913
+20,230
59
$1.29M 0.89%
20,791
+857
60
$1.27M 0.88%
19,461
-500
61
$1.27M 0.87%
18,940
+735
62
$1.24M 0.85%
34,800
+2,140
63
$1.22M 0.84%
63,596
+3,108
64
$1.18M 0.81%
36,940
+31,064
65
$1.15M 0.79%
8,683
+286
66
$1.14M 0.79%
32,035
+1,096
67
$1.13M 0.78%
102,206
+10,742
68
$1.12M 0.77%
13,298
+359
69
$1.1M 0.76%
16,272
+11,715
70
$1.08M 0.74%
15,277
+743
71
$1.08M 0.74%
23,871
+560
72
$1.07M 0.74%
97,333
+2,241
73
$1.05M 0.72%
17,724
+996
74
$1.05M 0.72%
35,373
+1,851
75
$1.02M 0.7%
9,134
-1,186
1 2
3
4 5