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MF
Midwestern Financial Portfolio holdings
AUM
$127M
1-Year Est. Return
13.96%
This Fund
S&P 500
1 Year Est. Return
+13.96%
AUM
$127M
AUM Growth
+$6.25M
(+5.2%)
Holding
54
Top Buys
| 1 | +$2.13M | |
| 2 | +$1.51M | |
| 3 | +$1.39M | |
| 4 |
iShares MSCI ACWI ex US ETF
ACWX
|
+$1.33M |
| 5 |
American Century Focused Large Cap Value ETF
FLV
|
+$900K |
Top Sells
| 1 | +$1.25M | |
| 2 | +$869K | |
| 3 | +$698K | |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$681K |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$503K |
Sector Composition
| 1 | Technology | 3.56% |
| 2 | Communication Services | 1.94% |
| 3 | Consumer Discretionary | 1.38% |
| 4 | Financials | 1.29% |
| 5 | Consumer Staples | 0.61% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$17.7B
| $274K | 0.22% |
4,620
+14
|
|
||
|
HDV
52
iShares Core High Dividend ETF
HDV
$13.4B
| $256K | 0.2% |
9,415
+60
|
|
||
53
Tesla
TSLA
$1.49T
| $234K | 0.18% |
630
|
|
||
54
Costco
COST
$428B
| $223K | 0.18% |
+224
|
|