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
$106M
AUM Growth
+$2.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
493
New
Increased
Reduced
Closed

Top Buys

1
+$976K
2
+$741K
3
+$75.6K
4
UA icon
Under Armour Class C
UA
+$36K
5
GE icon
GE Aerospace
GE
+$34.1K

Top Sells

1
+$885K
2
+$214K
3
+$55.7K
4
UAA icon
Under Armour
UAA
+$48.7K
5
AAPL icon
Apple
AAPL
+$42.2K

Sector Composition

1 Industrials 9.04%
2 Financials 1.89%
3 Healthcare 1.73%
4 Consumer Staples 1.71%
5 Communication Services 1.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$13K 0.01%
1,740
227
$13K 0.01%
+330
228
$12K 0.01%
156
-1
229
$12K 0.01%
+54
230
$12K 0.01%
187
+23
231
$12K 0.01%
291
+78
232
$12K 0.01%
189
+26
233
$12K 0.01%
10,880
-7,600
234
$12K 0.01%
300
235
$12K 0.01%
+272
236
$12K 0.01%
200
237
$12K 0.01%
+789
238
$12K 0.01%
12,385
-12,385
239
$11K 0.01%
103
+13
240
$11K 0.01%
125
+17
241
$11K 0.01%
900
242
$11K 0.01%
83
-3
243
$11K 0.01%
72
244
$11K 0.01%
150
245
$11K 0.01%
274
+3
246
$11K 0.01%
51
247
$11K 0.01%
+268
248
$11K 0.01%
408
249
$11K 0.01%
173
250
$11K 0.01%
+877
8 9
10
11 12