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
326
$2K ﹤0.01%
+403
327
$2K ﹤0.01%
+26
328
$2K ﹤0.01%
+75
329
$2K ﹤0.01%
+30
330
$2K ﹤0.01%
+63
331
$2K ﹤0.01%
+80
332
$2K ﹤0.01%
+87
333
$2K ﹤0.01%
+53
334
$2K ﹤0.01%
+24
335
$2K ﹤0.01%
+178
336
$2K ﹤0.01%
+9
337
$2K ﹤0.01%
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338
$2K ﹤0.01%
+26
339
$2K ﹤0.01%
+29
340
$2K ﹤0.01%
+36
341
$2K ﹤0.01%
+400
342
$2K ﹤0.01%
+200
343
$1K ﹤0.01%
+29
344
$1K ﹤0.01%
+110
345
$1K ﹤0.01%
+63
346
$1K ﹤0.01%
+24
347
$1K ﹤0.01%
+21
348
$1K ﹤0.01%
+70
349
$1K ﹤0.01%
+15
350
$1K ﹤0.01%
+23
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