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
+$630K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
510
New
Increased
Reduced
Closed

Top Buys

1
+$3.23M
2
+$1.1M
3
+$608K
4
IYC icon
iShares US Consumer Discretionary ETF
IYC
+$293K
5
IDU icon
iShares US Utilities ETF
IDU
+$270K

Top Sells

1
+$2.99M
2
+$1.85M
3
+$1.3M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$195K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$186K

Sector Composition

1 Industrials 8.65%
2 Financials 1.93%
3 Consumer Staples 1.79%
4 Healthcare 1.73%
5 Technology 1.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$14K 0.01%
86
227
$14K 0.01%
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$13K 0.01%
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249
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240
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248
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$11K 0.01%
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250
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413
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