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
276
$13K 0.01%
600
277
$13K 0.01%
265
+23
278
$12K 0.01%
90
-6
279
$12K 0.01%
124
280
$12K 0.01%
1,194
+305
281
$12K 0.01%
248
-272
282
$12K 0.01%
219
283
$12K 0.01%
122
284
$12K 0.01%
52
-3
285
$12K 0.01%
96
286
$12K 0.01%
84
-13
287
$12K 0.01%
95
288
$11K 0.01%
35
289
$11K 0.01%
100
290
$11K 0.01%
82
291
$11K 0.01%
+218
292
$11K 0.01%
86
293
$11K 0.01%
232
+3
294
$11K 0.01%
197
-14
295
$11K 0.01%
80
296
$10K 0.01%
244
297
$10K 0.01%
+450
298
$10K 0.01%
132
+70
299
$10K 0.01%
65
+1
300
$10K 0.01%
228
10 11
12
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