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
1
$3.56M 3.25%
+26,812
2
$3.36M 3.07%
+9,185
3
$3.09M 2.82%
+23,756
4
$2.81M 2.57%
+12,002
5
$2.78M 2.54%
+19,630
6
$2.76M 2.52%
+5,514
7
$2.71M 2.48%
+14,957
8
$2.42M 2.21%
+55,280
9
$2.39M 2.18%
+110,075
10
$2.37M 2.17%
+22,541
11
$2.18M 1.99%
+6,212
12
$2.13M 1.94%
+9,733
13
$1.98M 1.8%
+47,916
14
$1.88M 1.72%
+11,721
15
$1.88M 1.72%
+143,840
16
$1.88M 1.71%
+78,179
17
$1.85M 1.69%
+24,849
18
$1.8M 1.65%
+3,874
19
$1.72M 1.57%
+18,729
20
$1.65M 1.51%
+17,808
21
$1.65M 1.51%
+12,970
22
$1.59M 1.45%
+14,852
23
$1.51M 1.38%
+69,374
24
$1.5M 1.37%
+7,027
25
$1.44M 1.32%
+6,476
1
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