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
326
$19K 0.01%
+120
327
$19K 0.01%
+625
328
$18.9K 0.01%
+71
329
$18.9K 0.01%
+1,962
330
$18.7K 0.01%
+101
331
$18.6K 0.01%
+294
332
$18.2K 0.01%
+1,760
333
$18.2K 0.01%
+59
334
$17.9K 0.01%
+940
335
$17.9K 0.01%
+109
336
$17.7K 0.01%
+50
337
$17.6K 0.01%
+498
338
$17.4K 0.01%
+423
339
$17.2K 0.01%
+205
340
$16.8K 0.01%
+600
341
$16.8K 0.01%
+100
342
$16.8K 0.01%
+143
343
$16.8K 0.01%
+125
344
$16.8K 0.01%
+176
345
$16.7K 0.01%
+1,289
346
$16.7K 0.01%
+331
347
$16.7K 0.01%
+259
348
$16.5K 0.01%
+142
349
$16.5K 0.01%
+241
350
$16.5K 0.01%
+324