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Home > Institutional Investor > Midwest Wealth Management Inc. > Profile

Instuitional Investor - Midwest Wealth Management Inc.

Fund Profile
Filing Period:
Fund Name: Midwest Wealth Management Inc.
Portfolio Value $173,196,000
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 28,322 $4,945,000 3%
2.
Monolithic Power Systems Inc
 MPWR 8,418 $4,088,000 2.48%
3.
Nvidia Corp
 NVDA 138,830 $3,788,000 2.29%
4.
Broadcom Inc.
 AVGO 59,420 $3,742,000 2.27%
5.
Unitedhealth Group Inc
 UNH 6,907 $3,522,000 2.13%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)