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
$106M
AUM Growth
+$2.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
493
New
Increased
Reduced
Closed

Top Buys

1
+$976K
2
+$741K
3
+$75.6K
4
UA icon
Under Armour Class C
UA
+$36K
5
GE icon
GE Aerospace
GE
+$34.1K

Top Sells

1
+$885K
2
+$214K
3
+$55.7K
4
UAA icon
Under Armour
UAA
+$48.7K
5
AAPL icon
Apple
AAPL
+$42.2K

Sector Composition

1 Industrials 9.04%
2 Financials 1.89%
3 Healthcare 1.73%
4 Consumer Staples 1.71%
5 Communication Services 1.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$3K ﹤0.01%
83
+2
352
$3K ﹤0.01%
180
353
$3K ﹤0.01%
53
-12
354
$3K ﹤0.01%
80
355
$3K ﹤0.01%
200
356
$3K ﹤0.01%
130
357
$2K ﹤0.01%
113
+4
358
$2K ﹤0.01%
100
359
$2K ﹤0.01%
32
+3
360
$2K ﹤0.01%
90
361
$2K ﹤0.01%
64
362
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18
+8
363
$2K ﹤0.01%
75
364
$2K ﹤0.01%
30
365
$2K ﹤0.01%
+46
366
$2K ﹤0.01%
300
367
$2K ﹤0.01%
90
+1
368
$2K ﹤0.01%
35
+8
369
$2K ﹤0.01%
48
370
$2K ﹤0.01%
100
371
$2K ﹤0.01%
8
372
$2K ﹤0.01%
14
+6
373
$2K ﹤0.01%
15
+7
374
$2K ﹤0.01%
58
375
$2K ﹤0.01%
177
+1
13 14
15
16 17