MWM

MinichMacGregor Wealth Management Portfolio holdings

AUM $552M
1-Year Est. Return 26.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.08%
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 +$8.18M
3 +$6.97M
4
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$6.06M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$4.57M

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
251
$8K 0.01%
+576
252
$8K 0.01%
+413
253
$8K 0.01%
+284
254
$8K 0.01%
+22
255
$8K 0.01%
+59
256
$8K 0.01%
+464
257
$8K 0.01%
+244
258
$8K 0.01%
+890
259
$8K 0.01%
+82
260
$8K 0.01%
+51
261
$8K 0.01%
+400
262
$8K 0.01%
+235
263
$8K 0.01%
+166
264
$7K 0.01%
+60
265
$7K 0.01%
+125
266
$7K 0.01%
+176
267
$7K 0.01%
+102
268
$7K 0.01%
+18
269
$7K 0.01%
+212
270
$7K 0.01%
+281
271
$7K 0.01%
+128
272
$7K 0.01%
+90
273
$7K 0.01%
+124
274
$7K 0.01%
+89
275
$7K 0.01%
+91