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
76
$499K 0.46%
+3,346
77
$452K 0.41%
+9,000
78
$418K 0.38%
+13,408
79
$372K 0.34%
+2,671
80
$366K 0.33%
+9,524
81
$314K 0.29%
+2,358
82
$308K 0.28%
+2,232
83
$305K 0.28%
+1,897
84
$297K 0.27%
+14,793
85
$293K 0.27%
+934
86
$290K 0.26%
+903
87
$256K 0.23%
+3,952
88
$245K 0.22%
+2,039
89
$237K 0.22%
+12,546
90
$233K 0.21%
+2,064
91
$215K 0.2%
+1,687
92
$180K 0.16%
+11,387
93
$56K 0.05%
+572
1 2 3
4