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
101
-1,572
102
-44,824