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
+$630K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
510
New
Increased
Reduced
Closed

Top Buys

1
+$3.23M
2
+$1.1M
3
+$608K
4
IYC icon
iShares US Consumer Discretionary ETF
IYC
+$293K
5
IDU icon
iShares US Utilities ETF
IDU
+$270K

Top Sells

1
+$2.99M
2
+$1.85M
3
+$1.3M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$195K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$186K

Sector Composition

1 Industrials 8.65%
2 Financials 1.93%
3 Consumer Staples 1.79%
4 Healthcare 1.73%
5 Technology 1.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$4K ﹤0.01%
123
-123
352
$4K ﹤0.01%
200
353
$3K ﹤0.01%
+1
354
$3K ﹤0.01%
+500
355
$3K ﹤0.01%
116
356
$3K ﹤0.01%
123
+10
357
$3K ﹤0.01%
+260
358
$3K ﹤0.01%
100
359
$3K ﹤0.01%
90
360
$3K ﹤0.01%
299
361
$3K ﹤0.01%
323
362
$3K ﹤0.01%
84
+1
363
$3K ﹤0.01%
120
-4
364
$3K ﹤0.01%
80
365
$3K ﹤0.01%
90
366
$3K ﹤0.01%
180
367
$3K ﹤0.01%
48
368
$3K ﹤0.01%
46
-7
369
$3K ﹤0.01%
80
370
$3K ﹤0.01%
58
371
$3K ﹤0.01%
130
372
$3K ﹤0.01%
+61
373
$2K ﹤0.01%
28
-4
374
$2K ﹤0.01%
64
375
$2K ﹤0.01%
49
+8
13 14
15
16 17