MWM

MinichMacGregor Wealth Management Portfolio holdings

AUM $513M
1-Year Est. Return 21.78%
This Fund
S&P 500
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

Sector Composition

1 Technology 4.91%
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
276
$24.6K 0.01%
+378
277
$24.4K 0.01%
+388
278
$24.4K 0.01%
+701
279
$24.4K 0.01%
+930
280
$24.1K 0.01%
+192
281
$23.8K 0.01%
+415
282
$23.8K 0.01%
+301
283
$23.7K 0.01%
+319
284
$23.5K 0.01%
+974
285
$23.4K 0.01%
+329
286
$23.4K 0.01%
+810
287
$23.4K 0.01%
+336
288
$23.3K 0.01%
+605
289
$23.3K 0.01%
+699
290
$23.1K 0.01%
+135
291
$22.9K 0.01%
+344
292
$22.9K 0.01%
+588
293
$22.8K 0.01%
+610
294
$22.6K 0.01%
+200
295
$22.6K 0.01%
+1,193
296
$22.3K 0.01%
+48
297
$22.1K 0.01%
+750
298
$22K 0.01%
+860
299
$22K 0.01%
+31
300
$21.9K 0.01%
+349