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

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
251
$27.1K 0.01%
+254
252
$26.8K 0.01%
+649
253
$26.7K 0.01%
+265
254
$26.7K 0.01%
+326
255
$26.6K 0.01%
+187
256
$26.6K 0.01%
+370
257
$26.6K 0.01%
+1,056
258
$26.6K 0.01%
+644
259
$26.6K 0.01%
+1,200
260
$26.3K 0.01%
+2,270
261
$25.7K 0.01%
+67
262
$25.7K 0.01%
+377
263
$25.7K 0.01%
+3,160
264
$25.6K 0.01%
+363
265
$25.6K 0.01%
+197
266
$25.5K 0.01%
+548
267
$25.3K 0.01%
+1,420
268
$25.2K 0.01%
+300
269
$25.1K 0.01%
+1,149
270
$25K 0.01%
+200
271
$25K 0.01%
+1,206
272
$24.9K 0.01%
+994
273
$24.8K 0.01%
+850
274
$24.6K 0.01%
+2,983
275
$24.6K 0.01%
+2,000