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
$121M
AUM Growth
+$5.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
563
New
Increased
Reduced
Closed

Top Buys

1
+$246K
2
+$213K
3
+$194K
4
IHI icon
iShares US Medical Devices ETF
IHI
+$189K
5
IAT icon
iShares US Regional Banks ETF
IAT
+$188K

Top Sells

1
+$156K
2
+$61K
3
+$56.3K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$40.2K
5
SSO icon
ProShares Ultra S&P500
SSO
+$34K

Sector Composition

1 Industrials 7.06%
2 Financials 1.64%
3 Healthcare 1.63%
4 Technology 1.55%
5 Consumer Staples 1.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$15K 0.01%
496
+39
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$15K 0.01%
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$15K 0.01%
413
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+3
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+63
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$15K 0.01%
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$14K 0.01%
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258
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$14K 0.01%
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$14K 0.01%
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240
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$13K 0.01%
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$13K 0.01%
250
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$13K 0.01%
275
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245
$13K 0.01%
478
246
$13K 0.01%
130
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247
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170
-3
248
$13K 0.01%
195
249
$12K 0.01%
259
250
$12K 0.01%
68
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