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
$107M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
413
New
Increased
Reduced
Closed

Top Buys

1
+$20.8M
2
+$8.37M
3
+$6.41M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$6.06M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$4.72M

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
276
$6K 0.01%
+125
277
$6K 0.01%
+143
278
$6K 0.01%
+296
279
$6K 0.01%
+105
280
$6K 0.01%
+200
281
$6K 0.01%
+200
282
$6K 0.01%
+115
283
$5K ﹤0.01%
+210
284
$5K ﹤0.01%
+161
285
$5K ﹤0.01%
+68
286
$5K ﹤0.01%
+129
287
$5K ﹤0.01%
+100
288
$5K ﹤0.01%
+174
289
$5K ﹤0.01%
+144
290
$5K ﹤0.01%
+195
291
$5K ﹤0.01%
+62
292
$4K ﹤0.01%
+65
293
$4K ﹤0.01%
+66
294
$4K ﹤0.01%
+285
295
$4K ﹤0.01%
+116
296
$4K ﹤0.01%
+75
297
$4K ﹤0.01%
+100
298
$4K ﹤0.01%
+100
299
$4K ﹤0.01%
+337
300
$4K ﹤0.01%
+674
10 11
12
13 14