MWM
MinichMacGregor Wealth Management Portfolio holdings
AUM
$468M
1-Year Return
20.62%
This Quarter Return
+3.83%
1 Year Return
+20.62%
3 Year Return
+83.06%
5 Year Return
+134.37%
10 Year Return
–
AUM
$111M
AUM Growth
+$4.16M
(+3.9%)
Cap. Flow
-$8.81M
Cap. Flow
% of AUM
-7.93%
Top 10 Holdings %
Top 10 Hldgs %
62.73%
Holding
541
New
46
Increased
94
Reduced
105
Closed
29
Top Buys
| 1 |
First Trust Nasdaq Bank ETF
FTXO
|
$1.09M |
| 2 |
Verisk Analytics
VRSK
|
$276K |
| 3 |
Schwab Short-Term US Treasury ETF
SCHO
|
$221K |
| 4 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$206K |
| 5 |
Schwab US Broad Market ETF
SCHB
|
$121K |
Top Sells
Sector Composition
| 1 | Industrials | 8.58% |
| 2 | Financials | 1.69% |
| 3 | Technology | 1.6% |
| 4 | Consumer Staples | 1.54% |
| 5 | Healthcare | 1.51% |
