MWM

MinichMacGregor Wealth Management Portfolio holdings

AUM $513M
1-Year Est. Return 21.78%
This Quarter Est. Return
1 Year Est. Return
+21.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$107M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
413
New
Increased
Reduced
Closed

Top Buys

1
+$20.8M
2
+$8.37M
3
+$6.41M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$6.06M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$4.72M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 7.57%
2 Financials 1.88%
3 Healthcare 1.75%
4 Technology 1.73%
5 Consumer Staples 1.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$11K 0.01%
+92
227
$11K 0.01%
+237
228
$10K 0.01%
+156
229
$10K 0.01%
+191
230
$10K 0.01%
+342
231
$10K 0.01%
+158
232
$10K 0.01%
+95
233
$10K 0.01%
+85
234
$10K 0.01%
+300
235
$10K 0.01%
+154
236
$10K 0.01%
+400
237
$10K 0.01%
+240
238
$9K 0.01%
+97
239
$9K 0.01%
+85
240
$9K 0.01%
+124
241
$9K 0.01%
+499
242
$9K 0.01%
+71
243
$9K 0.01%
+113
244
$9K 0.01%
+67
245
$9K 0.01%
+124
246
$9K 0.01%
+81
247
$9K 0.01%
+119
248
$9K 0.01%
+190
249
$9K 0.01%
+90
250
$9K 0.01%
+65
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