MWM

Midwest Wealth Management Portfolio holdings

AUM $165M
1-Year Est. Return 19.98%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.98%
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 +$1.61M
2 +$1.52M
3 +$1.04M
4
OLN icon
Olin
OLN
+$693K
5
COP icon
ConocoPhillips
COP
+$676K

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
-8,595
102
-16,665