MWM
Midwest Wealth Management Portfolio holdings
AUM
$165M
This Quarter Return
+16.97%
1 Year Return
+20.14%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$109M
AUM Growth
–
Cap. Flow
+$109M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
25.8%
Holding
93
New
93
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Apple
AAPL
|
$3.56M |
| 2 |
Monolithic Power Systems
MPWR
|
$3.36M |
| 3 |
Technology Select Sector SPDR Fund
XLK
|
$3.09M |
| 4 |
PayPal
PYPL
|
$2.81M |
| 5 |
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% |
