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
$121M
AUM Growth
+$5.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
563
New
Increased
Reduced
Closed

Top Buys

1
+$246K
2
+$213K
3
+$194K
4
IHI icon
iShares US Medical Devices ETF
IHI
+$189K
5
IAT icon
iShares US Regional Banks ETF
IAT
+$188K

Top Sells

1
+$156K
2
+$61K
3
+$56.3K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$40.2K
5
SSO icon
ProShares Ultra S&P500
SSO
+$34K

Sector Composition

1 Industrials 7.06%
2 Financials 1.64%
3 Healthcare 1.63%
4 Technology 1.55%
5 Consumer Staples 1.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$5K ﹤0.01%
100
+1
352
$5K ﹤0.01%
+152
353
$5K ﹤0.01%
+132
354
$5K ﹤0.01%
64
355
$5K ﹤0.01%
+456
356
$5K ﹤0.01%
300
+100
357
$5K ﹤0.01%
1,000
+500
358
$4K ﹤0.01%
124
359
$4K ﹤0.01%
45
360
$4K ﹤0.01%
4
361
$4K ﹤0.01%
285
362
$4K ﹤0.01%
18
363
$4K ﹤0.01%
224
364
$4K ﹤0.01%
346
+64
365
$4K ﹤0.01%
86
366
$4K ﹤0.01%
59
+5
367
$4K ﹤0.01%
92
368
$4K ﹤0.01%
82
369
$4K ﹤0.01%
80
370
$3K ﹤0.01%
109
-2
371
$3K ﹤0.01%
27
372
$3K ﹤0.01%
100
373
$3K ﹤0.01%
90
374
$3K ﹤0.01%
100
375
$3K ﹤0.01%
53
13 14
15
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