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
$111M
AUM Growth
+$4.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
541
New
Increased
Reduced
Closed

Sector Composition

1 Industrials 8.58%
2 Financials 1.69%
3 Technology 1.6%
4 Consumer Staples 1.54%
5 Healthcare 1.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$8K 0.01%
209
302
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1,000
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$8K 0.01%
143
304
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115
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98
307
$8K 0.01%
1,115
-20
308
$8K 0.01%
416
309
$8K 0.01%
152
+127
310
$8K 0.01%
180
+2
311
$8K 0.01%
190
312
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313
$7K 0.01%
88
314
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105
315
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200
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$7K 0.01%
405
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$7K 0.01%
77
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$7K 0.01%
+573