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
351
$1K ﹤0.01%
+10
352
$1K ﹤0.01%
+40
353
$1K ﹤0.01%
+14
354
$1K ﹤0.01%
+28
355
$1K ﹤0.01%
+22
356
$1K ﹤0.01%
+313
357
$1K ﹤0.01%
+68
358
$1K ﹤0.01%
+300
359
$1K ﹤0.01%
+34
360
$1K ﹤0.01%
+18
361
$1K ﹤0.01%
+47
362
$1K ﹤0.01%
+13
363
$1K ﹤0.01%
+28
364
$1K ﹤0.01%
+300
365
$1K ﹤0.01%
+45
366
$1K ﹤0.01%
+6
367
$1K ﹤0.01%
+46
368
$1K ﹤0.01%
+38
369
$1K ﹤0.01%
+66
370
$1K ﹤0.01%
+11
371
$1K ﹤0.01%
+30
372
$0 ﹤0.01%
+47
373
$0 ﹤0.01%
+12
374
$0 ﹤0.01%
+14
375
$0 ﹤0.01%
+16
13 14
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16 17