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
$140M
AUM Growth
+$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
629
New
Increased
Reduced
Closed

Top Buys

1
+$4.95M
2
+$4.75M
3
+$1.99M
4
SOXX icon
iShares Semiconductor ETF
SOXX
+$1.77M
5
FXL icon
First Trust Technology AlphaDEX Fund
FXL
+$674K

Top Sells

1
+$6.17M
2
+$305K
3
+$205K
4
DDM icon
ProShares Ultra Dow30
DDM
+$140K
5
VTV icon
Vanguard Value ETF
VTV
+$110K

Sector Composition

1 Industrials 3.42%
2 Technology 1.68%
3 Financials 1.5%
4 Healthcare 1.28%
5 Consumer Staples 1.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$15K 0.01%
597
+42
252
$15K 0.01%
83
253
$14K 0.01%
100
254
$14K 0.01%
147
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$14K 0.01%
162
-31
256
$14K 0.01%
168
257
$14K 0.01%
387
-600
258
$14K 0.01%
221
259
$14K 0.01%
418
260
$14K 0.01%
+234
261
$14K 0.01%
104
262
$14K 0.01%
185
+14
263
$14K 0.01%
400
264
$14K 0.01%
+800
265
$14K 0.01%
512
266
$13K 0.01%
83
267
$13K 0.01%
900
-500
268
$13K 0.01%
46
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269
$13K 0.01%
250
270
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101
271
$13K 0.01%
328
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272
$13K 0.01%
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273
$13K 0.01%
80
274
$13K 0.01%
270
275
$13K 0.01%
80
9 10
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12 13