MF
Midwestern Financial Portfolio holdings
AUM
$116M
1 Year Est. Return
–
AUM
$116M
AUM Growth
+$9.83M
(+9.2%)
Holding
55
Top Buys
| 1 | +$1.63M | |
| 2 | +$1.11M | |
| 3 | +$783K | |
| 4 |
Vanguard Mid-Cap ETF
VO
|
+$747K |
| 5 |
American Century Focused Large Cap Value ETF
FLV
|
+$657K |
Top Sells
| 1 | +$1.07M | |
| 2 | +$526K | |
| 3 | +$393K | |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$376K |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$252K |
Sector Composition
| 1 | Technology | 4.39% |
| 2 | Communication Services | 2.31% |
| 3 | Consumer Discretionary | 1.61% |
| 4 | Financials | 1.23% |
| 5 | Consumer Staples | 0.56% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Tesla
TSLA
$1.59T
| $280K | 0.24% |
630
|
|
||
52
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$15B
| $262K | 0.23% |
4,589
+16
|
|
||
53
Celestica
CLS
$33.6B
| $222K | 0.19% |
+900
|
|
||
54
Costco
COST
$380B
| $207K | 0.18% |
224
+1
|
|
||
55
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$9.61B
| – | – |
-1,538
|
|