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
$277M
AUM Growth
+$26.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
698
New
Increased
Reduced
Closed

Top Buys

1
+$7.86M
2
+$4.28M
3
+$2.18M
4
IEZ icon
iShares US Oil Equipment & Services ETF
IEZ
+$1.68M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$420K

Top Sells

1
+$5.7M
2
+$4.74M
3
+$4.49M
4
QTEC icon
First Trust NASDAQ-100 Technology Index Fund
QTEC
+$3.97M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$3.08M

Sector Composition

1 Technology 4.92%
2 Industrials 3.02%
3 Healthcare 2.36%
4 Consumer Discretionary 1.5%
5 Energy 1.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$33.8K 0.01%
+1,390
227
$33.6K 0.01%
+625
228
$33.1K 0.01%
+1,007
229
$32.9K 0.01%
+2,775
230
$32.8K 0.01%
+1,452
231
$32.8K 0.01%
+1,094
232
$32.2K 0.01%
+244
233
$32K 0.01%
+312
234
$31K 0.01%
+2,876
235
$30.8K 0.01%
+602
236
$30.8K 0.01%
+232
237
$30.7K 0.01%
+418
238
$30.6K 0.01%
+400
239
$30.2K 0.01%
+540
240
$29.8K 0.01%
+333
241
$29.5K 0.01%
+449
242
$29.5K 0.01%
+1,606
243
$29.2K 0.01%
+578
244
$29.1K 0.01%
+348
245
$28.6K 0.01%
+1,986
246
$28.4K 0.01%
+628
247
$27.7K 0.01%
+100
248
$27.5K 0.01%
+158
249
$27.5K 0.01%
+960
250
$27.3K 0.01%
+106
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