MWM
Midwest Wealth Management Portfolio holdings
AUM
$165M
1-Year Est. Return
20.14%
1 Year Est. Return
+20.14%
AUM
$165M
AUM Growth
+$4.88M
(+3.1%)
Holding
104
Top Buys
| 1 | +$3.17M | |
| 2 | +$2.8M | |
| 3 | +$415K | |
| 4 |
Westlake Corp
WLK
|
+$373K |
| 5 |
WSR
Whitestone REIT
WSR
|
+$365K |
Top Sells
| 1 | +$209K | |
| 2 | +$201K | |
| 3 | +$52.5K | |
| 4 |
Exact Sciences
EXAS
|
+$38.9K |
| 5 |
State Street SPDR Portfolio TIPS ETF
SPIP
|
+$16.6K |
Sector Composition
| 1 | Technology | 20.01% |
| 2 | Financials | 18.06% |
| 3 | Healthcare | 14.39% |
| 4 | Energy | 11.81% |
| 5 | Consumer Discretionary | 9.31% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
AMRN
101
Amarin Corp
AMRN
$326M
| $38K | 0.02% |
572
|
|
||
102
Presidio Property Trust Inc Series A Warrants
SQFTW
$478K
| $3K | ﹤0.01% |
+14,923
|
|
||
103
iShares Core MSCI EAFE ETF
IEFA
$157B
| – | – |
-2,689
|
|
||
104
Procter & Gamble
PG
$346B
| – | – |
-1,275
|
|