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
$104M
AUM Growth
-$3.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
515
New
Increased
Reduced
Closed

Top Buys

1
+$5.93M
2
+$2.8M
3
+$2.72M
4
IHI icon
iShares US Medical Devices ETF
IHI
+$2.67M
5
IAU icon
iShares Gold Trust
IAU
+$2.42M

Top Sells

1
+$3.43M
2
+$3.16M
3
+$3.03M
4
IBB icon
iShares Biotechnology ETF
IBB
+$2.95M
5
IAI icon
iShares US Broker-Dealers & Securities Exchanges ETF
IAI
+$2.93M

Sector Composition

1 Industrials 9.23%
2 Financials 1.93%
3 Healthcare 1.82%
4 Consumer Staples 1.76%
5 Technology 1.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$2K ﹤0.01%
+90
352
$2K ﹤0.01%
64
+24
353
$2K ﹤0.01%
200
+155
354
$2K ﹤0.01%
+38
355
$2K ﹤0.01%
75
356
$2K ﹤0.01%
30
357
$2K ﹤0.01%
80
358
$2K ﹤0.01%
300
359
$2K ﹤0.01%
89
+2
360
$2K ﹤0.01%
48
+24
361
$2K ﹤0.01%
100
-90
362
$2K ﹤0.01%
58
+29
363
$2K ﹤0.01%
53
364
$2K ﹤0.01%
+253
365
$2K ﹤0.01%
115
366
$1K ﹤0.01%
+26
367
$1K ﹤0.01%
+15
368
$1K ﹤0.01%
+50
369
$1K ﹤0.01%
28
+2
370
$1K ﹤0.01%
+10
371
$1K ﹤0.01%
16
372
$1K ﹤0.01%
+17
373
$1K ﹤0.01%
21
374
$1K ﹤0.01%
44
-240
375
$1K ﹤0.01%
+4
13 14
15
16 17