MWM

MinichMacGregor Wealth Management Portfolio holdings

AUM $567M
1-Year Est. Return 32.88%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+32.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$104M
AUM Growth
-$3.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
515
New
Increased
Reduced
Closed

Top Buys

1
+$5.93M
2
+$2.6M
3
+$2.56M
4
IHI icon
iShares US Medical Devices ETF
IHI
+$2.55M
5
IAU icon
iShares Gold Trust
IAU
+$2.34M

Top Sells

1
+$3.2M
2
+$3.11M
3
+$3.05M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.93M
5
IAI icon
iShares US Broker-Dealers & Securities Exchanges ETF
IAI
+$2.84M

Sector Composition

1 Industrials 9.23%
2 Financials 1.93%
3 Healthcare 1.82%
4 Consumer Staples 1.76%
5 Technology 1.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$8K 0.01%
610
+500
277
$8K 0.01%
+196
278
$8K 0.01%
66
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279
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246
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195
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281
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82
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576
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+22
284
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285
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73
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287
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125
288
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89
289
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200
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94
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291
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292
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210
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293
$7K 0.01%
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294
$7K 0.01%
166
295
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79
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$6K 0.01%
128
297
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296
298
$6K 0.01%
86
-27
299
$6K 0.01%
105
300
$6K 0.01%
129
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