MF
Midwestern Financial Portfolio holdings
AUM
$107M
1 Year Est. Return
–
AUM
$107M
AUM Growth
–
Holding
54
Top Buys
| 1 | +$7.94M | |
| 2 | +$7.51M | |
| 3 | +$7.09M | |
| 4 |
Vanguard Value ETF
VTV
|
+$6.01M |
| 5 |
Schwab US Broad Market ETF
SCHB
|
+$5.96M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 4.35% |
| 2 | Communication Services | 2.47% |
| 3 | Consumer Discretionary | 1.76% |
| 4 | Financials | 1.34% |
| 5 | Consumer Staples | 0.61% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Costco
COST
$404B
| $221K | 0.21% |
+223
|
|
||
52
Alphabet (Google) Class A
GOOGL
$3.4T
| $217K | 0.2% |
+1,230
|
|
||
53
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$9.87B
| $207K | 0.19% |
+1,538
|
|
||
54
Tesla
TSLA
$1.52T
| $200K | 0.19% |
+630
|
|