MWM
Midwest Wealth Management Portfolio holdings
AUM
$165M
1-Year Est. Return
20.14%
1 Year Est. Return
+20.14%
AUM
$160M
AUM Growth
+$14.5M
(+10%)
Holding
100
Top Buys
| 1 | +$562K | |
| 2 | +$420K | |
| 3 | +$385K | |
| 4 |
XPO
XPO
|
+$307K |
| 5 |
Honeywell
HON
|
+$301K |
Top Sells
| 1 | +$1.75M | |
| 2 | +$1.55M | |
| 3 | +$1.49M | |
| 4 |
StoneCo
STNE
|
+$523K |
| 5 |
Rocket Companies
RKT
|
+$448K |
Sector Composition
| 1 | Technology | 22.36% |
| 2 | Financials | 19.3% |
| 3 | Healthcare | 14.43% |
| 4 | Consumer Discretionary | 11% |
| 5 | Industrials | 7.31% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Olin
OLN
$2.35B
| $1.6M | 1% |
27,903
+7,306
|
|
||
52
Aon
AON
$75.9B
| $1.6M | 1% |
5,337
+555
|
|
||
53
First American
FAF
$6.51B
| $1.58M | 0.99% |
20,222
+1,282
|
|
||
54
Halliburton
HAL
$23.1B
| $1.56M | 0.98% |
68,378
+8,465
|
|
||
55
ConocoPhillips
COP
$114B
| $1.56M | 0.98% |
21,603
+5,331
|
|
||
56
AtriCure
ATRC
$2.01B
| $1.54M | 0.96% |
22,109
+1,865
|
|
||
57
Evergy
EVRG
$16.9B
| $1.53M | 0.95% |
22,238
+1,447
|
|
||
58
Weyerhaeuser
WY
$17B
| $1.52M | 0.95% |
37,038
+2,238
|
|
||
59
D.R. Horton
DHI
$44.1B
| $1.51M | 0.95% |
13,948
+650
|
|
||
60
FirstEnergy
FE
$25.8B
| $1.51M | 0.95% |
36,353
+4,318
|
|
||
61
Hilton Worldwide
HLT
$66.9B
| $1.43M | 0.9% |
9,194
+511
|
|
||
|
LADR
62
Ladder Capital
LADR
$1.45B
| $1.4M | 0.87% |
116,535
+14,329
|
|
||
63
Medtronic
MDT
$126B
| $1.38M | 0.86% |
13,333
+1,319
|
|
||
64
MGIC Investment
MTG
$6.68B
| $1.34M | 0.84% |
93,077
+4,668
|
|
||
|
CHCT
65
Community Healthcare Trust
CHCT
$460M
| $1.33M | 0.83% |
28,198
+4,327
|
|
||
66
DTE Energy
DTE
$27B
| $1.31M | 0.82% |
10,976
+1,842
|
|
||
67
Manulife Financial
MFC
$60.8B
| $1.3M | 0.82% |
68,450
+4,854
|
|
||
68
Healthcare Realty
HR
$6B
| $1.26M | 0.79% |
37,844
+2,471
|
|
||
69
Citigroup
C
$202B
| $1.25M | 0.78% |
20,689
+1,006
|
|
||
70
Sempra
SRE
$56.9B
| $1.22M | 0.76% |
18,394
+3,860
|
|
||
71
Bristol-Myers Squibb
BMY
$109B
| $1.2M | 0.75% |
19,203
+1,479
|
|
||
72
Rithm Capital
RITM
$6.22B
| $1.19M | 0.74% |
111,086
+13,753
|
|
||
73
OrthoPediatrics
KIDS
$441M
| $1.17M | 0.73% |
19,461
|
|
||
|
BBBY
74
Bed Bath & Beyond
BBBY
$425M
| $879K | 0.55% |
16,382
+1,105
|
|
||
75
Invesco QQQ Trust
QQQ
$406B
| $473K | 0.3% |
1,189
+233
|
|