MWM

MinichMacGregor Wealth Management Portfolio holdings

AUM $552M
1-Year Est. Return 26.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$115M
AUM Growth
+$4.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
555
New
Increased
Reduced
Closed

Top Buys

1 +$557K
2 +$400K
3 +$293K
4
SOXX icon
iShares Semiconductor ETF
SOXX
+$202K
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$190K

Top Sells

1 +$443K
2 +$112K
3 +$90.6K
4
FDN icon
First Trust Dow Jones Internet Index Fund ETF
FDN
+$53.4K
5
GS icon
Goldman Sachs
GS
+$45.3K

Sector Composition

1 Industrials 7.95%
2 Financials 1.67%
3 Healthcare 1.62%
4 Consumer Staples 1.46%
5 Technology 1.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$7K 0.01%
+300
327
$7K 0.01%
1,740
328
$7K 0.01%
136
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+83
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74
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334
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435
337
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338
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340
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$6K 0.01%
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$6K 0.01%
830
344
$5K ﹤0.01%
85
+17
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66
347
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62
348
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99
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152