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
251
$12K 0.01%
410
252
$12K 0.01%
78
253
$12K 0.01%
224
+2
254
$12K 0.01%
102
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$12K 0.01%
748
256
$12K 0.01%
122
257
$12K 0.01%
194
+190
258
$12K 0.01%
168
259
$12K 0.01%
235
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$11K 0.01%
83
+33
261
$11K 0.01%
80
-3
262
$11K 0.01%
100
263
$11K 0.01%
270
264
$11K 0.01%
96
265
$11K 0.01%
500
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$11K 0.01%
100
267
$11K 0.01%
83
-2
268
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74
-3
269
$11K 0.01%
82
270
$11K 0.01%
146
271
$11K 0.01%
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272
$11K 0.01%
937
+280
273
$11K 0.01%
471
274
$11K 0.01%
105
+16
275
$11K 0.01%
213
9 10
11
12 13