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
326
$7K 0.01%
1,740
327
$7K 0.01%
136
328
$6K 0.01%
64
329
$6K 0.01%
300
330
$6K 0.01%
129
331
$6K 0.01%
75
-100
332
$6K 0.01%
98
+1
333
$6K 0.01%
195
334
$6K 0.01%
642
335
$6K 0.01%
385
336
$6K 0.01%
206
337
$6K 0.01%
198
338
$6K 0.01%
+830
339
$5K ﹤0.01%
90
340
$5K ﹤0.01%
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341
$5K ﹤0.01%
100
342
$5K ﹤0.01%
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343
$5K ﹤0.01%
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344
$5K ﹤0.01%
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+1
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$5K ﹤0.01%
157
346
$4K ﹤0.01%
66
347
$4K ﹤0.01%
68
348
$4K ﹤0.01%
68
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349
$4K ﹤0.01%
35
-39
350
$4K ﹤0.01%
285