MWM

MinichMacGregor Wealth Management Portfolio holdings

AUM $552M
1-Year Est. Return 26.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$128M
AUM Growth
+$7.45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
558
New
Increased
Reduced
Closed

Sector Composition

1 Industrials 5.17%
2 Financials 1.63%
3 Technology 1.59%
4 Healthcare 1.52%
5 Consumer Staples 1.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$6K ﹤0.01%
86
+20
352
$6K ﹤0.01%
136
+111
353
$6K ﹤0.01%
75
354
$6K ﹤0.01%
102
+2
355
$6K ﹤0.01%
1,250
356
$6K ﹤0.01%
200
357
$6K ﹤0.01%
195
358
$6K ﹤0.01%
661
359
$6K ﹤0.01%
198
360
$6K ﹤0.01%
152
361
$6K ﹤0.01%
1,000
362
$5K ﹤0.01%
+107
363
$5K ﹤0.01%
300
364
$5K ﹤0.01%
68
365
$5K ﹤0.01%
66
366
$5K ﹤0.01%
62
367
$5K ﹤0.01%
224
368
$5K ﹤0.01%
75
369
$5K ﹤0.01%
53
370
$5K ﹤0.01%
86
371
$5K ﹤0.01%
300
372
$5K ﹤0.01%
59
373
$5K ﹤0.01%
93
+1
374
$5K ﹤0.01%
132
375
$5K ﹤0.01%
65
+1