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
$128M
AUM Growth
+$7.45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
558
New
Increased
Reduced
Closed

Top Buys

1
+$1.44M
2
+$1.27M
3
+$1.23M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.21M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$337K

Top Sells

1
+$1.11M
2
+$736K
3
+$303K
4
IGV icon
iShares Expanded Tech-Software Sector ETF
IGV
+$252K
5
ITA icon
iShares US Aerospace & Defense ETF
ITA
+$218K

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%
1,000
352
$6K ﹤0.01%
75
353
$6K ﹤0.01%
102
+2
354
$6K ﹤0.01%
86
355
$6K ﹤0.01%
+109
356
$6K ﹤0.01%
300
357
$6K ﹤0.01%
40
358
$6K ﹤0.01%
86
+20
359
$6K ﹤0.01%
1,250
360
$6K ﹤0.01%
200
361
$6K ﹤0.01%
195
362
$5K ﹤0.01%
68
363
$5K ﹤0.01%
66
364
$5K ﹤0.01%
62
365
$5K ﹤0.01%
224
366
$5K ﹤0.01%
75
367
$5K ﹤0.01%
53
368
$5K ﹤0.01%
86
369
$5K ﹤0.01%
300
370
$5K ﹤0.01%
59
371
$5K ﹤0.01%
93
+1
372
$5K ﹤0.01%
132
373
$5K ﹤0.01%
65
+1
374
$5K ﹤0.01%
124
375
$5K ﹤0.01%
456
13 14
15
16 17